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Lorne Steinberg Wealth Management’s Telus TU Stock Holding History

Lorne Steinberg 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 		$4.16M Buy
393,951
+10,563
+3% +$129K 0.86% 44
2026
Q1 		$4.93M Buy
383,388
+20,131
+6% +$273K 1.17% 38
2025
Q4 		$4.79M Sell
363,257
-8,779
-2% -$124K 1.1% 41
2025
Q3 		$5.86M Buy
372,036
+20,101
+6% +$326K 1.41% 35
2025
Q2 		$5.66M Buy
351,935
+3,765
+1% +$58.4K 1.48% 32
2025
Q1 		$5M Buy
348,170
+22,522
+7% +$330K 1.46% 35
2024
Q4 		$4.41M Buy
325,648
+45,145
+16% +$696K 1.28% 38
2024
Q3 		$4.71M Buy
280,503
+30,422
+12% +$491K 1.36% 38
2024
Q2 		$3.78M Sell
250,081
-3,757
-1% -$60.5K 1.22% 39
2024
Q1 		$4.06M Buy
253,838
+3,451
+1% +$60.4K 1.27% 39
2023
Q4 		$4.46M Buy
250,387
+12,095
+5% +$209K 1.5% 33
2023
Q3 		$3.91M Buy
238,292
+37,690
+19% +$664K 1.5% 35
2023
Q2 		$3.91M Buy
200,602
+15,537
+8% +$313K 1.47% 37
2023
Q1 		$3.67M Buy
185,065
+35,355
+24% +$719K 1.47% 39
2022
Q4 		$2.89M Buy
149,710
+465
+0.3% +$9.6K 1.24% 40
2022
Q3 		$2.99M Buy
149,245
+17,693
+13% +$395K 1.45% 36
2022
Q2 		$2.93M Sell
131,552
-7,767
-6% -$192K 1.38% 39
2022
Q1 		$3.64M Buy
+139,319
New +$3.44M 1.68% 33
2021
Q4 		– Sell
-129,488
Closed -$2.83M – 67
2021
Q3 		$2.83M Buy
129,488
+13,800
+12% +$311K 1.37% 36
2021
Q2 		$2.6M Buy
115,688
+17,420
+18% +$378K 1.28% 38
2021
Q1 		$1.96M Buy
98,268
+28,358
+41% +$589K 1.04% 39
2020
Q4 		$1.43M Buy
+69,910
New +$1.32M 0.89% 42

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lorne Steinberg Wealth Management's TU Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Telus (TU) stake by 2.8% in Q2 2026, buying an estimated $129K and bringing the position to 393,951 shares worth $4.16M. The position accounts for 0.86% of the portfolio, ranked #44.

Lorne Steinberg Wealth Management first reported a position in TU in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.86M in Q3 2025. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

  • Lorne Steinberg Wealth Management held 393,951 shares of Telus worth $4.16M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 10,563 Telus shares in Q2 2026, an estimated $129K.
  • Telus made up 0.86% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Lorne Steinberg Wealth Management first reported a position in Telus in Q4 2020 and has held it in 22 quarters since.
  • Lorne Steinberg Wealth Management's Telus position peaked at $5.86M in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

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