Longfellow Investment Management’s Telefônica Brasil VIV Stock Holding History

Longfellow Investment Management’s Portfolio VIV Stock Details VIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.99M	Sell	151,345 -22,471	-13%	-$328K	0.41%	51
2026 Q1	$2.77M	Hold	173,816	–	–	0.58%	35
2025 Q4	$2.06M	Sell	173,816 -86,246	-33%	-$1.07M	0.47%	31
2025 Q3	$3.32M	Hold	260,062	–	–	0.79%	19
2025 Q2	$2.96M	Sell	260,062 -13,533	-5%	-$133K	0.73%	19
2025 Q1	$2.39M	Hold	273,595	–	–	0.58%	23
2024 Q4	$2.07M	Hold	273,595	–	–	0.53%	22
2024 Q3	$2.81M	Hold	273,595	–	–	0.7%	19
2024 Q2	$2.25M	Hold	273,595	–	–	0.56%	23
2024 Q1	$2.76M	Hold	273,595	–	–	0.62%	20
2023 Q4	$2.99M	Hold	273,595	–	–	0.74%	19
2023 Q3	$2.34M	Hold	273,595	–	–	0.62%	24
2023 Q2	$2.5M	Hold	273,595	–	–	0.57%	21
2023 Q1	$2.07M	Buy	273,595 +169,648	+163%	+$1.27M	0.47%	26
2022 Q4	$743K	Hold	103,947	–	–	0.17%	96
2022 Q3	$782K	Buy	103,947 +24,995	+32%	+$211K	0.16%	117
2022 Q2	$716K	Buy	78,952 +38,433	+95%	+$395K	0.15%	120
2022 Q1	$456K	Hold	40,519	–	–	0.07%	163
2021 Q4	$351K	Hold	40,519	–	–	0.06%	179
2021 Q3	$315K	Hold	40,519	–	–	0.05%	190
2021 Q2	$345K	Hold	40,519	–	–	0.05%	194
2021 Q1	$319K	Hold	40,519	–	–	0.04%	278
2020 Q4	$359K	Buy	+40,519	New	+$333K	0.04%	218

Other funds holding VIV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longfellow Investment Management's VIV Position: Q2 2026 in Review

Longfellow Investment Management reduced its Telefônica Brasil (VIV) stake by 13% in Q2 2026, selling an estimated $328K and leaving 151,345 shares worth $1.99M. The position accounts for 0.41% of the portfolio, ranked #51.

Longfellow Investment Management first reported a position in VIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.32M in Q3 2025. 227 funds tracked by Wall St. Rank hold VIV as of Q2 2026.

Longfellow Investment Management held 151,345 shares of Telefônica Brasil worth $1.99M as of Q2 2026.
Longfellow Investment Management sold 22,471 Telefônica Brasil shares in Q2 2026, an estimated $328K.
Telefônica Brasil made up 0.41% of Longfellow Investment Management's portfolio in Q2 2026, its #51 holding.
Longfellow Investment Management first reported a position in Telefônica Brasil in Q4 2020 and has held it in 23 quarters since.
Longfellow Investment Management's Telefônica Brasil position peaked at $3.32M in Q3 2025.
227 funds tracked by Wall St. Rank held Telefônica Brasil as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.