TELUS Corporation
US ˙ NYSE ˙ CA87971M1032

SecurityTU / TELUS Corporation
InstitutionCreative Planning
Latest Disclosed Ownership111,995 shares
Latest Disclosed Value $ 1,436,899
Creative Planning reports 1.76% decrease in ownership of TU / TELUS Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 111,995 shares of TELUS Corporation (US:TU) valued at $1,436,896 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 114,003 shares of TELUS Corporation. This represents a change in shares of -1.76% during the quarter. The current value of the position is $1,375,299 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F TELUS COM 87971M103 111,995 -2,008 -1.76 1,437 -4.33 0.0010
2026-02-17 2025-12-31 13F TELUS COM 87971M103 114,003 101,284 796.32 1,501 650.50 0.0011
2025-11-14 2025-09-30 13F TELUS COM 87971M103 12,719 12,719 201 0.0002
2025-05-15 2025-03-31 13F TELUS COM 87971M103 0 -12,150 -100.00 0 -100.00
2025-02-14 2024-12-31 13F TELUS COM 87971M103 12,150 157 1.31 165 -18.41 0.0002
2024-10-11 2024-09-30 13F TELUS COM 87971M103 11,993 2 0.02 201 11.05 0.0002
2024-08-15 2024-06-30 13F TELUS COM 87971M103 11,991 320 2.74 182 -2.69 0.0002
2024-05-13 2024-03-31 13F TELUS COM 87971M103 11,671 237 2.07 187 -8.37 0.0002
2024-02-14 2023-12-31 13F TELUS COM 87971M103 11,434 -8,888 -43.74 203 -38.86 0.0004
2023-11-16 2023-09-30 13F TELUS COM 87971M103 20,322 5,297 35.25 332 13.70 0.0004
2023-07-21 2023-06-30 13F TELUS COM 87971M103 15,025 2,174 16.92 292 14.51 0.0004
2023-05-15 2023-03-31 13F TELUS COM 87971M103 12,851 -3,113 -19.50 255 -17.21 0.0004
2023-02-10 2022-12-31 13F TELUS COM 87971M103 15,964 3,545 28.54 308 24.70 0.0005
2022-11-03 2022-09-30 13F TELUS COM 87971M103 12,419 1 0.01 247 -10.83 0.0004
2022-08-15 2022-06-30 13F TELUS COM 87971M103 12,418 1,002 8.78 277 -7.05 0.0005
2022-05-16 2022-03-31 13F TELUS COM 87971M103 11,416 1,685 17.32 298 30.13 0.0005
2022-02-11 2021-12-31 13F TELUS COM 87971M103 9,731 432 4.65 229 12.25 0.0004
2021-11-10 2021-09-30 13F TELUS COM 87971M103 9,299 201 2.21 204 0.00 0.0004
2021-08-04 2021-06-30 13F TELUS COM 87971M103 9,098 -3,217 -26.12 204 -16.73 0.0004
2021-04-30 2021-03-31 13F CreativePlanning COM 87971M103 12,315 258 2.14 245 2.51 0.0005
2021-01-29 2020-12-31 13F TELUS COM 87971M103 12,057 2 0.02 239 12.74 0.0005
2020-11-05 2020-09-30 13F TELUS COM 87971M103 12,055 1 0.01 212 4.95 0.0006
2020-07-23 2020-06-30 13F TELUS COM 87971M103 12,054 -699 -5.48 202 -59.11 0.0006
2020-01-30 2019-12-31 13F TELUS COM 87971M103 12,753 0 0.00 494 8.81 0.0015
2019-11-01 2019-09-30 13F TELUS COM 87971M103 12,753 1 0.01 454 -3.61 0.0015
2019-07-26 2019-06-30 13F TELUS COM 87971M103 12,752 1,201 10.40 471 10.05 0.0016
2019-04-24 2019-03-31 13F TELUS COM 87971M103 11,551 0 0.00 428 11.75 0.0015
2019-02-12 2018-12-31 13F/A-1 TELUS COM 87971M103 11,551 1 0.01 383 -9.88 0.0016
2019-02-01 2018-12-31 13F TELUS COM 87971M103 11,551 1 383
2018-10-25 2018-09-30 13F TELUS COM 87971M103 11,550 -819 -6.62 425 -3.19 0.0016
2018-07-20 2018-06-30 13F TELUS COM 87971M103 12,369 820 7.10 439 8.13 0.0017
2018-04-18 2018-03-31 13F TELUS COM 87971M103 11,549 -423 -3.53 406 -10.38 0.0017
2018-01-17 2017-12-31 13F TELUS COM 87971M103 11,972 -339 -2.75 453 2.26 0.0020
2017-10-17 2017-09-30 13F TELUS COM 87971M103 12,311 515 4.37 443 8.85 0.0021
2017-07-12 2017-06-30 13F TELUS COM 87971M103 11,796 333 2.90 407 9.41 0.0021
2017-04-07 2017-03-31 13F TELUS COM 87971M103 11,463 0 0.00 372 1.92 0.0020
2017-01-09 2016-12-31 13F TELUS COM 87971M103 11,463 -1,836 -13.81 365 -16.86 0.0022
2016-10-12 2016-09-30 13F TELUS COM 87971M103 13,299 223 1.71 439 4.28 0.0028
2016-07-12 2016-06-30 13F TELUS COM 87971M103 13,076 -2,999 -18.66 421 -19.50 0.0030
2016-04-08 2016-03-31 13F TELUS COM 87971M103 16,075 -1,310 -7.54 523 8.73 0.0041
2016-01-11 2015-12-31 13F TELUS COM 87971M103 17,385 0 0.00 481 -12.23 0.0040
2015-10-09 2015-09-30 13F TELUS COM 87971M103 17,385 -70 -0.40 548 -8.82 0.0048
2015-07-09 2015-06-30 13F TELUS COM 87971M103 17,455 2,071 13.46 601 17.61 0.0055
2015-04-13 2015-03-31 13F TELUS COM 87971M103 15,384 15,384 511 0.0048
2015-01-29 2014-12-31 13F TELUS COM 87971M103 0 -11,383 -100.00 0 -100.00
2014-10-10 2014-09-30 13F TELUS COM 87971M103 11,383 -399 -3.39 389 -11.39 0.0045
2014-08-20 2014-06-30 13F TELUS COM 87971M103 11,782 400 3.51 439 7.33 0.0057
2014-04-11 2014-03-31 13F TELUS COM 87971M103 11,382 -75 -0.65 409 3.54 0.0062
2014-01-06 2013-12-31 13F TELUS COM 87971M103 11,457 -405 -3.41 395 0.51 0.0067
2013-10-10 2013-09-30 13F TELUS COM 87971M103 11,862 8 0.07 393 13.58 0.0078
2013-07-09 2013-06-30 13F TELUS COM 87971M103 11,854 11,854 346 0.0080
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.