Clearstead Advisors’s Telefonica TEF Stock Holding History

Clearstead 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
2025 Q2	–	Sell	-146	Closed	-$681	–	2874
2025 Q1	$681	Buy	+146	New	+$626	﹤0.01%	2036
2023 Q4	–	Sell	-4,400	Closed	-$17.9K	–	1637
2023 Q3	$17.9K	Buy	+4,400	New	+$17.8K	﹤0.01%	1038

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Clearstead Advisors's TEF Position: Q2 2025 in Review

Clearstead Advisors sold out of Telefonica (TEF) in Q2 2025, closing a stake of 146 shares — an estimated $681 sold.

Clearstead Advisors first reported a position in TEF in Q3 2023 and held it in 2 quarters. The position peaked at $17.9K in Q3 2023. 249 funds tracked by Wall St. Rank hold TEF as of Q2 2025.

Clearstead Advisors reported no remaining Telefonica position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 146 Telefonica shares in Q2 2025, an estimated $681.
Clearstead Advisors first reported a position in Telefonica in Q3 2023 and held it in 2 quarters.
Clearstead Advisors's Telefonica position peaked at $17.9K in Q3 2023.
249 funds tracked by Wall St. Rank held Telefonica as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.