Cornerstone Planning Group’s Telus TU Stock Holding History

Cornerstone Planning Group’s Portfolio TU Stock Details TU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.77K	Buy	+369	New	+$4.5K	﹤0.01%	1164
2026 Q1	–	Sell	-27	Closed	-$377	–	1913
2025 Q4	$377	Sell	27 -60	-69%	-$845	﹤0.01%	1571
2025 Q3	$3.48K	Sell	87 -42	-33%	-$681	﹤0.01%	1039
2025 Q2	$2.04K	Buy	129 +56	+77%	+$869	﹤0.01%	942
2025 Q1	$1.1K	Hold	73	–	–	﹤0.01%	1110
2024 Q4	$1.06K	Buy	73 +49	+204%	+$756	﹤0.01%	941
2024 Q3	$384	Buy	+24	New	+$388	﹤0.01%	1138

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's TU Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Telus (TU) in Q2 2026: 369 shares worth $3.77K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in TU as recently as Q4 2025.

Cornerstone Planning Group first reported a position in TU in Q3 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

Cornerstone Planning Group held 369 shares of Telus worth $3.77K as of Q2 2026.
Telus was a new Cornerstone Planning Group position in Q2 2026.
Telus made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1164 holding.
Cornerstone Planning Group first reported a position in Telus in Q3 2024 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.