AWA
TEF

Aaron Wealth Advisors’s Telefonica TEF Stock Holding History

Aaron Wealth Advisors’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-47,597
Closed -$193K – 759
2025
Q4 		$193K Sell
47,597
-8,348
-15% -$37.6K 0.01% 666
2025
Q3 		$284K Buy
55,945
+1,715
+3% +$9.11K 0.02% 538
2025
Q2 		$284K Sell
54,230
-2,376
-4% -$11.9K 0.03% 371
2025
Q1 		$264K Sell
56,606
-1,612
-3% -$6.91K 0.03% 363
2024
Q4 		$234K Buy
58,218
+3,902
+7% +$17.6K 0.03% 388
2024
Q3 		$264K Buy
54,316
+43,511
+403% +$198K 0.03% 337
2024
Q2 		$45.5K Buy
+10,805
New +$47.7K 0.01% 322
2023
Q1 		– Sell
-67,183
Closed -$240K – 264
2022
Q4 		$240K Buy
67,183
+3,026
+5% +$10.6K 0.04% 217
2022
Q3 		$208K Buy
64,157
+1,055
+2% +$4.47K 0.04% 206
2022
Q2 		$323K Sell
63,102
-214,146
-77% -$1.05M 0.08% 142
2022
Q1 		$56M Buy
277,248
+216,529
+357% +$964K 0.77% 23
2021
Q4 		$249K Sell
60,719
-1,674
-3% -$6.99K 0.07% 156
2021
Q3 		$274K Sell
62,393
-2,774
-4% -$12.3K 0.08% 131
2021
Q2 		$285K Sell
65,167
-23
-0% -$100 0.09% 129
2021
Q1 		$262K Buy
+65,190
New +$265K 0.1% 127

Other funds holding TEF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Aaron Wealth Advisors's TEF Position: Q1 2026 in Review

Aaron Wealth Advisors sold out of Telefonica (TEF) in Q1 2026, closing a stake of 47,597 shares — an estimated $193K sold.

Aaron Wealth Advisors first reported a position in TEF in Q1 2021 and held it in 15 quarters. The position peaked at $56M in Q1 2022. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Aaron Wealth Advisors reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 47,597 Telefonica shares in Q1 2026, an estimated $193K.
  • Aaron Wealth Advisors first reported a position in Telefonica in Q1 2021 and held it in 15 quarters.
  • Aaron Wealth Advisors's Telefonica position peaked at $56M in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Aaron Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.