Laird Norton Wetherby Wealth Management’s Telefonica TEF Stock Holding History

Laird Norton Wetherby 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	$904K	Sell	177,909 -6,101	-3%	-$32.4K	0.04%	408
2025 Q2	$962K	Buy	+184,010	New	+$925K	0.04%	372
2024 Q4	$826K	Sell	205,459 -9,559	-4%	-$43K	0.04%	384
2024 Q3	$1.04M	Sell	215,018 -12,455	-5%	-$56.6K	0.05%	346
2024 Q2	$958K	Sell	227,473 -3,310	-1%	-$14.6K	0.05%	365
2024 Q1	$1.02M	Buy	230,783 +9,534	+4%	+$39.1K	0.05%	358
2023 Q4	$863K	Sell	221,249 -10,463	-5%	-$42K	0.04%	390
2023 Q3	$943K	Sell	231,712 -3,546	-2%	-$14.4K	0.05%	339
2023 Q2	$948K	Buy	235,258 +46,394	+25%	+$197K	0.05%	350
2023 Q1	$808K	Buy	188,864 +44,734	+31%	+$177K	0.05%	384
2022 Q4	$515K	Sell	144,130 -92,350	-39%	-$323K	0.03%	507
2022 Q3	$766K	Buy	236,480 +21,551	+10%	+$91.3K	0.05%	351
2022 Q2	$1.1M	Buy	214,929 +19,153	+10%	+$93.6K	0.08%	272
2022 Q1	$910K	Buy	195,776 +36,851	+23%	+$164K	0.05%	338
2021 Q4	$653K	Sell	158,925 -32,913	-17%	-$137K	0.04%	426
2021 Q3	$843K	Buy	191,838 +13,485	+8%	+$59.9K	0.05%	345
2021 Q2	$782K	Buy	178,353 +20,543	+13%	+$88.9K	0.05%	368
2021 Q1	$635K	Buy	157,810 +12,218	+8%	+$49.7K	0.05%	370
2020 Q4	$523K	Sell	145,592 -823	-0.6%	-$2.78K	0.04%	447
2020 Q3	$424K	Sell	146,415 -12,978	-8%	-$45.7K	0.04%	420
2020 Q2	$647K	Buy	159,393 +74,661	+88%	+$289K	0.06%	301
2020 Q1	$313K	Buy	84,732 +27,198	+47%	+$135K	0.04%	442
2019 Q4	$324K	Buy	57,534 +23,060	+67%	+$140K	0.03%	516
2019 Q3	$212K	Sell	34,474 -51,995	-60%	-$314K	0.02%	644
2019 Q2	$579K	Buy	86,469 +2,149	+3%	+$14.3K	0.06%	346
2019 Q1	$570K	Buy	84,320 +5,418	+7%	+$37.9K	0.07%	333
2018 Q4	$539K	Buy	78,902 +56,167	+247%	+$380K	0.08%	301
2018 Q3	$144K	Sell	22,735 -12,864	-36%	-$88K	0.02%	642
2018 Q2	$245K	Sell	35,599 -22,635	-39%	-$173K	0.03%	530
2018 Q1	$464K	Buy	58,234 +17,844	+44%	+$142K	0.06%	365
2017 Q4	$316K	Sell	40,390 -7,568	-16%	-$62.1K	0.04%	460
2017 Q3	$418K	Buy	47,958 +4,853	+11%	+$42.5K	0.06%	380
2017 Q2	$362K	Buy	43,105 +4,107	+11%	+$36.7K	0.06%	388
2017 Q1	$353K	Buy	38,998 +9,178	+31%	+$75.5K	0.06%	377
2016 Q4	$222K	Sell	29,820 -18,630	-38%	-$136K	0.04%	475
2016 Q3	$380K	Buy	48,450 +13,480	+39%	+$104K	0.08%	315
2016 Q2	$258K	Sell	34,970 -2,254	-6%	-$18.1K	0.06%	401
2016 Q1	$322K	Sell	37,224 -8,821	-19%	-$71.9K	0.08%	307
2015 Q4	$396K	Sell	46,045 -3,097	-6%	-$29.3K	0.09%	246
2015 Q3	$447K	Sell	49,142 -9,714	-17%	-$103K	0.11%	214
2015 Q2	$631K	Sell	58,856 -5,633	-9%	-$62.1K	0.15%	162
2015 Q1	$698K	Buy	64,489 +8,752	+16%	+$96.2K	0.17%	132
2014 Q4	$598K	Sell	55,737 -2,678	-5%	-$30K	0.15%	152
2014 Q3	$659K	Sell	58,415 -299	-0.5%	-$3.51K	0.18%	131
2014 Q2	$740K	Buy	58,714 +529	+0.9%	+$6.43K	0.21%	114
2014 Q1	$674K	Buy	58,185 +1,859	+3%	+$21.4K	0.19%	127
2013 Q4	$675K	Sell	56,326 -717	-1%	-$8.68K	0.19%	133
2013 Q3	$648K	Buy	57,043 +4,267	+8%	+$44.1K	0.2%	123
2013 Q2	$496K	Buy	+52,776	New	+$536K	0.17%	137

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

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

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

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

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

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

Laird Norton Wetherby Wealth Management's TEF Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Telefonica (TEF) stake by 3.3% in Q3 2025, selling an estimated $32.4K and leaving 177,909 shares worth $904K. The position accounts for 0.04% of the portfolio, ranked #408.

Laird Norton Wetherby Wealth Management first reported a position in TEF in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.1M in Q2 2022. 250 funds tracked by Wall St. Rank hold TEF as of Q3 2025.

Laird Norton Wetherby Wealth Management held 177,909 shares of Telefonica worth $904K as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 6,101 Telefonica shares in Q3 2025, an estimated $32.4K.
Telefonica made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #408 holding.
Laird Norton Wetherby Wealth Management first reported a position in Telefonica in Q2 2013 and has held it in 49 quarters since.
Laird Norton Wetherby Wealth Management's Telefonica position peaked at $1.1M in Q2 2022.
250 funds tracked by Wall St. Rank held Telefonica as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.