Unique Wealth Strategies’s Telus TU Stock Holding History

Unique Wealth Strategies’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	–	Sell	-34,171	Closed	-$438K	–	271
2026 Q1	$438K	Sell	34,171 -126	-0.4%	-$1.71K	0.18%	170
2025 Q4	$452K	Buy	34,297 +2,161	+7%	+$30.4K	0.18%	162
2025 Q3	$507K	Buy	+32,136	New	+$521K	0.2%	160
2025 Q1	–	Sell	-30,506	Closed	-$414K	–	219
2024 Q4	$414K	Sell	30,506 -26,671	-47%	-$411K	0.18%	158
2024 Q3	$959K	Buy	57,177 +48,363	+549%	+$781K	0.4%	64
2024 Q2	$141K	Buy	+8,814	New	+$142K	0.07%	189

Other funds holding TU

PensionDanmark Copenhagen O, Denmark $12B AUM

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Unique Wealth Strategies's TU Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Telus (TU) in Q2 2026, closing a stake of 34,171 shares — an estimated $438K sold.

Unique Wealth Strategies first reported a position in TU in Q2 2024 and held it in 6 quarters. The position peaked at $959K in Q3 2024. 27 funds tracked by Wall St. Rank hold TU as of Q2 2026.

Unique Wealth Strategies reported no remaining Telus position as of Q2 2026 after selling out during the quarter.
Unique Wealth Strategies sold 34,171 Telus shares in Q2 2026, an estimated $438K.
Unique Wealth Strategies first reported a position in Telus in Q2 2024 and held it in 6 quarters.
Unique Wealth Strategies's Telus position peaked at $959K in Q3 2024.
27 funds tracked by Wall St. Rank held Telus as of Q2 2026.

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