Intrua Financial, LLC TU — TELUS CORPORATION

Ownership history in Intrua Financial, LLC  ·  13 quarters on record

AI Ownership Summary

Intrua Financial, LLC reported TELUS CORPORATION (TU) in 13 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows TU at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intrua Financial, LLC's position in TELUS CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TU was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TU stock page Intrua Financial, LLC fund profile Intrua Financial, LLC full holdings
How Intrua Financial, LLC held TU — position size vs. price
% of Fund (quarterly)    TU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,063 +714 +3.2% 0.03% $296K 2026-04-23 $12.42
2025 Q4 REDUCED 15.9% -0.3% ✅ 22,349 -4,217 -15.9% 0.03% $294K 2026-02-05 $13.94
2025 Q3 REDUCED — — — 26,566 -68 -0.3% 0.05% $419K 2025-10-29 $14.42
2025 Q2 REDUCED 16.5% -1.9% ✅ 26,634 -5,252 -16.5% 0.06% $428K 2025-08-08 $15.72
2025 Q1 ADDED — — — 31,886 +9,895 +45.0% 0.07% $457K 2025-05-28 $15.40
2024 Q4 ADDED — — — 21,991 +2,558 +13.2% 0.07% $428K 2025-02-13 $14.38
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TU

As of 2026 Q1 — sorted by position size

Pacifica Partners Inc. 3Y 0.68% Clean Yield Group 3Y 7Y 0.53% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 0.5% Gold Investment Management Ltd. 0.49% MQS Management LLC 3Y 0.19% Investors Research Corp 3Y 7Y 0.19% Community Bank & Trust, Waco, Texas 3Y 7Y 0.15% VAUGHAN & Co SECURITIES, INC. 3Y 0.15% Cardinal Point Capital Management ULC 0.14% Alberta Investment Management Corp 3Y 7Y 0.11%

FAQ About Intrua Financial, LLC and TU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Intrua Financial, LLC reported owning TU?

Intrua Financial, LLC reported TU across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported TU position in Intrua Financial, LLC's portfolio?

The largest reported portfolio weight for TU was 0.07% in 2024 Q4.

What is the latest reported TU position on this page?

The most recent filing on this page is 2026 Q1, when Intrua Financial, LLC reported 23,063 shares, equal to 0.03% of portfolio, with an estimated market value of $296K.

What does the chart on this TU ownership page compare?

The chart compares Intrua Financial, LLC's quarterly TU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Intrua Financial, LLC time their TU position?

Based on 13F filing dates vs. subsequent TU price moves, Intrua Financial, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on TU relative to SPY over the holding period was -9.5%.

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