Envestnet Asset Management
TEF

Envestnet Asset Management’s Telefonica TEF Stock Holding History

Envestnet Asset Management’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
-82,287
Closed -$333K – 4817
2025
Q4 		$333K Buy
82,287
+16,703
+25% +$75.3K ﹤0.01% 3960
2025
Q3 		$333K Buy
65,584
+6,943
+12% +$36.9K ﹤0.01% 4016
2025
Q2 		$307K Buy
58,641
+11,289
+24% +$56.7K ﹤0.01% 4015
2025
Q1 		$221K Buy
47,352
+3,201
+7% +$13.7K ﹤0.01% 4100
2024
Q4 		$177K Buy
44,151
+6,059
+16% +$27.3K ﹤0.01% 4124
2024
Q3 		$185K Buy
38,092
+4,149
+12% +$18.9K ﹤0.01% 4033
2024
Q2 		$143K Sell
33,943
-39,516
-54% -$175K ﹤0.01% 4006
2024
Q1 		$324K Sell
73,459
-14,120
-16% -$58K ﹤0.01% 3681
2023
Q4 		$342K Buy
87,579
+39,189
+81% +$157K ﹤0.01% 3543
2023
Q3 		$197K Sell
48,390
-170,869
-78% -$692K ﹤0.01% 3752
2023
Q2 		$884K Sell
219,259
-27,305
-11% -$116K ﹤0.01% 2837
2023
Q1 		$1.06M Sell
246,564
-77,988
-24% -$309K ﹤0.01% 2640
2022
Q4 		$1.16M Buy
324,552
+24,861
+8% +$86.9K ﹤0.01% 2526
2022
Q3 		$971K Sell
299,691
-198,676
-40% -$842K ﹤0.01% 2593
2022
Q2 		$2.56M Buy
498,367
+261,402
+110% +$1.28M ﹤0.01% 1945
2022
Q1 		$1.1M Sell
236,965
-55,267
-19% -$246K ﹤0.01% 2595
2021
Q4 		$1.2M Buy
292,232
+176,865
+153% +$739K ﹤0.01% 2512
2021
Q3 		$507K Buy
115,367
+20,221
+21% +$89.9K ﹤0.01% 2958
2021
Q2 		$417K Buy
95,146
+8,127
+9% +$35.2K ﹤0.01% 3094
2021
Q1 		$350K Sell
87,019
-3,818
-4% -$15.5K ﹤0.01% 3052
2020
Q4 		$326K Buy
90,837
+35,866
+65% +$121K ﹤0.01% 2881
2020
Q3 		$159K Sell
54,971
-2,155
-4% -$7.58K ﹤0.01% 2961
2020
Q2 		$232K Sell
57,126
-136,828
-71% -$530K ﹤0.01% 2812
2020
Q1 		$716K Buy
193,954
+14,139
+8% +$69.9K ﹤0.01% 2012
2019
Q4 		$1.01M Buy
179,815
+1,034
+0.6% +$6.28K ﹤0.01% 2014
2019
Q3 		$1.1M Buy
178,781
+23,266
+15% +$141K ﹤0.01% 1886
2019
Q2 		$1.04M Sell
155,515
-13,737
-8% -$91.3K ﹤0.01% 1919
2019
Q1 		$1.14M Buy
169,252
+81,604
+93% +$571K ﹤0.01% 1822
2018
Q4 		$599K Buy
+87,648
New +$593K ﹤0.01% 2041
2018
Q3 		– Sell
-4,797
Closed -$33K – 2471
2018
Q2 		$33K Hold
4,797
– – ﹤0.01% 2318
2018
Q1 		$38K Sell
4,797
-1,433
-23% -$11.4K ﹤0.01% 2223
2017
Q4 		$49K Buy
6,230
+2,798
+82% +$23K ﹤0.01% 2331
2017
Q3 		$29K Sell
3,432
-4,671
-58% -$41K ﹤0.01% 2431
2017
Q2 		$66K Sell
8,103
-39,286
-83% -$351K ﹤0.01% 2271
2017
Q1 		$427K Buy
47,389
+11,015
+30% +$90.7K ﹤0.01% 1607
2016
Q4 		$270K Sell
36,374
-28,770
-44% -$210K ﹤0.01% 1764
2016
Q3 		$510K Buy
65,144
+18,466
+40% +$143K ﹤0.01% 1559
2016
Q2 		$344K Sell
46,678
-22,331
-32% -$179K ﹤0.01% 1829
2016
Q1 		$597K Buy
69,009
+1,080
+2% +$8.8K ﹤0.01% 1558
2015
Q4 		$584K Sell
67,929
-28,603
-30% -$271K ﹤0.01% 1534
2015
Q3 		$877K Sell
96,532
-17,065
-15% -$182K ﹤0.01% 1341
2015
Q2 		$1.22M Sell
113,597
-4,905
-4% -$54.1K 0.01% 1305
2015
Q1 		$1.28M Buy
118,502
+115,374
+3,688% +$1.27M 0.01% 1189
2014
Q4 		$34K Buy
3,128
+1,339
+75% +$15K ﹤0.01% 1566
2014
Q3 		$20K Buy
1,789
+791
+79% +$9.29K ﹤0.01% 1886
2014
Q2 		$13K Sell
998
-12,889
-93% -$157K ﹤0.01% 1929
2014
Q1 		$161K Sell
13,887
-204
-1% -$2.35K ﹤0.01% 969
2013
Q4 		$169K Buy
14,091
+1,590
+13% +$19.2K ﹤0.01% 864
2013
Q3 		$142K Buy
12,501
+222
+2% +$2.29K ﹤0.01% 879
2013
Q2 		$115K Buy
+12,279
New +$125K ﹤0.01% 938

Other funds holding TEF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $427M AUM 43.67% 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 $713M AUM 19.82% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Envestnet Asset Management's TEF Position: Q1 2026 in Review

Envestnet Asset Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 82,287 shares — an estimated $333K sold.

Envestnet Asset Management first reported a position in TEF in Q2 2013 and held it in 50 quarters. The position peaked at $2.56M in Q2 2022. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Envestnet Asset Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 82,287 Telefonica shares in Q1 2026, an estimated $333K.
  • Envestnet Asset Management first reported a position in Telefonica in Q2 2013 and held it in 50 quarters.
  • Envestnet Asset Management's Telefonica position peaked at $2.56M in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.