Institute for Wealth Management’s Telus TU Stock Holding History

Institute for Wealth Management’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	$1.59K	Buy	+150	New	+$1.83K	﹤0.01%	1617

Other funds holding TU

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

Institute for Wealth Management's TU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Telus (TU) in Q2 2026: 150 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings.

122 funds tracked by Wall St. Rank hold TU as of Q2 2026.

Institute for Wealth Management held 150 shares of Telus worth $1.59K as of Q2 2026.
Telus was a new Institute for Wealth Management position in Q2 2026.
Telus made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1617 holding.
122 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.