GWM
TEF

Gitterman Wealth Management’s Telefonica TEF Stock Holding History

Gitterman Wealth 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
2025
Q3 		$226K Buy
44,539
+3,766
+9% +$20K 0.05% 116
2025
Q2 		$213K Sell
40,773
-783
-2% -$3.94K 0.05% 137
2025
Q1 		$194K Buy
41,556
+245
+0.6% +$1.05K 0.05% 124
2024
Q4 		$166K Buy
41,311
+3,246
+9% +$14.6K 0.07% 125
2024
Q3 		$185K Buy
38,065
+694
+2% +$3.15K 0.08% 126
2024
Q2 		$157K Buy
37,371
+232
+0.6% +$1.02K 0.06% 106
2024
Q1 		$164K Buy
37,139
+1,776
+5% +$7.29K 0.06% 97
2023
Q4 		$138K Sell
35,363
-251
-0.7% -$1.01K 0.06% 84
2023
Q3 		$145K Buy
35,614
+3,029
+9% +$12.3K 0.07% 76
2023
Q2 		$131K Sell
32,585
-2,262
-6% -$9.59K 0.06% 78
2023
Q1 		$149K Buy
34,847
+3,956
+13% +$15.7K 0.07% 79
2022
Q4 		$110K Sell
30,891
-2,676
-8% -$9.35K 0.06% 75
2022
Q3 		$114K Buy
33,567
+4,006
+14% +$17K 0.12% 65
2022
Q2 		$153K Sell
29,561
-2,640
-8% -$12.9K 0.14% 69
2022
Q1 		$150K Buy
32,201
+2,055
+7% +$9.15K 0.12% 93
2021
Q4 		$124K Sell
30,146
-560
-2% -$2.34K 0.09% 92
2021
Q3 		$135K Buy
30,706
+4,427
+17% +$19.7K 0.11% 72
2021
Q2 		$115K Buy
+26,279
New +$114K 0.09% 73

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Gitterman Wealth Management's TEF Position: Q3 2025 in Review

Gitterman Wealth Management increased its Telefonica (TEF) stake by 9.2% in Q3 2025, buying an estimated $20K and bringing the position to 44,539 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #116.

Gitterman Wealth Management first reported a position in TEF in Q2 2021 and has held it in 18 quarters since. 250 funds tracked by Wall St. Rank hold TEF as of Q3 2025.

  • Gitterman Wealth Management held 44,539 shares of Telefonica worth $226K as of Q3 2025.
  • Gitterman Wealth Management bought 3,766 Telefonica shares in Q3 2025, an estimated $20K.
  • Telefonica made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #116 holding.
  • Gitterman Wealth Management first reported a position in Telefonica in Q2 2021 and has held it in 18 quarters since.
  • 250 funds tracked by Wall St. Rank held Telefonica as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.