MWM
TEF

Momentous Wealth Management’s Telefonica TEF Stock Holding History

Momentous 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
Q4 		– Sell
-10,014
Closed -$50.9K – 47
2025
Q3 		$50.9K Buy
+10,014
New +$53.2K 0.03% 39
2025
Q2 		– Sell
-10,671
Closed -$49.7K – 50
2025
Q1 		$49.7K Buy
+10,671
New +$45.8K 0.04% 48

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Momentous Wealth Management's TEF Position: Q4 2025 in Review

Momentous Wealth Management sold out of Telefonica (TEF) in Q4 2025, closing a stake of 10,014 shares — an estimated $50.9K sold.

Momentous Wealth Management first reported a position in TEF in Q1 2025 and held it in 2 quarters. The position peaked at $50.9K in Q3 2025. 245 funds tracked by Wall St. Rank hold TEF as of Q4 2025.

  • Momentous Wealth Management reported no remaining Telefonica position as of Q4 2025 after selling out during the quarter.
  • Momentous Wealth Management sold 10,014 Telefonica shares in Q4 2025, an estimated $50.9K.
  • Momentous Wealth Management first reported a position in Telefonica in Q1 2025 and held it in 2 quarters.
  • Momentous Wealth Management's Telefonica position peaked at $50.9K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q4 2025.

Based on Momentous Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.