CWP
TEF

Capital Wealth Planning’s Telefonica TEF Stock Holding History

Capital Wealth Planning’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
2025
Q4 		– Sell
-518,993
Closed -$2.64M – 174
2025
Q3 		$2.64M Buy
+518,993
New +$2.76M 0.02% 108
2020
Q2 		– Sell
-15,717
Closed -$58K – 200
2020
Q1 		$58K Buy
+15,717
New +$77.7K ﹤0.01% 230
2019
Q4 		– Sell
-27,846
Closed -$178K – 237
2019
Q3 		$178K Sell
27,846
-1,485
-5% -$8.98K 0.01% 245
2019
Q2 		$196K Buy
+29,331
New +$195K 0.01% 238

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Capital Wealth Planning's TEF Position: Q4 2025 in Review

Capital Wealth Planning sold out of Telefonica (TEF) in Q4 2025, closing a stake of 518,993 shares — an estimated $2.64M sold.

Capital Wealth Planning first reported a position in TEF in Q2 2019 and held it in 4 quarters. The position peaked at $2.64M in Q3 2025. 245 funds tracked by Wall St. Rank hold TEF as of Q4 2025.

  • Capital Wealth Planning reported no remaining Telefonica position as of Q4 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 518,993 Telefonica shares in Q4 2025, an estimated $2.64M.
  • Capital Wealth Planning first reported a position in Telefonica in Q2 2019 and held it in 4 quarters.
  • Capital Wealth Planning's Telefonica position peaked at $2.64M in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q4 2025.

Based on Capital Wealth Planning's 13F filing for Q4 2025, filed 11 Feb 2026.