Spire Wealth Management’s Telus TU Stock Holding History

Spire 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	$2.89K	Hold	273	–	–	﹤0.01%	1935
2026 Q1	$3.5K	Hold	273	–	–	﹤0.01%	1919
2025 Q4	$3.6K	Hold	273	–	–	﹤0.01%	1982
2025 Q3	$4.3K	Hold	273	–	–	﹤0.01%	1994
2025 Q2	$4.38K	Hold	273	–	–	﹤0.01%	1987
2025 Q1	$3.92K	Buy	+273	New	+$4K	﹤0.01%	2125
2024 Q2	–	Sell	-500	Closed	-$8.01K	–	2386
2024 Q1	$8.01K	Hold	500	–	–	﹤0.01%	1776
2023 Q4	$9.16K	Hold	500	–	–	﹤0.01%	1781
2023 Q3	$8.17K	Hold	500	–	–	﹤0.01%	1789
2023 Q2	$9.73K	Hold	500	–	–	﹤0.01%	1825
2023 Q1	$9.93K	Hold	500	–	–	﹤0.01%	1847
2022 Q4	$10K	Hold	500	–	–	﹤0.01%	1627
2022 Q3	$10K	Hold	500	–	–	﹤0.01%	1577
2022 Q2	$11K	Hold	500	–	–	﹤0.01%	1896
2022 Q1	$13K	Sell	500 -674	-57%	-$16.7K	﹤0.01%	1959
2021 Q4	$28K	Buy	1,174 +674	+135%	+$15.4K	﹤0.01%	1998
2021 Q3	$11K	Hold	500	–	–	﹤0.01%	2079
2021 Q2	$11K	Sell	500 -594	-54%	-$12.9K	﹤0.01%	2090
2021 Q1	$22K	Buy	+1,094	New	+$22.7K	﹤0.01%	2114

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

Spire Wealth Management's TU Position: Q2 2026 in Review

Spire Wealth Management held its Telus (TU) position steady in Q2 2026 at 273 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Spire Wealth Management first reported a position in TU in Q1 2021 and has held it in 19 quarters since. The position peaked at $28K in Q4 2021. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

Spire Wealth Management held 273 shares of Telus worth $2.89K as of Q2 2026.
Spire Wealth Management left its Telus share count unchanged in Q2 2026.
Telus made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1935 holding.
Spire Wealth Management first reported a position in Telus in Q1 2021 and has held it in 19 quarters since.
Spire Wealth Management's Telus position peaked at $28K in Q4 2021.
290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.