OPS
TEF

Orion Portfolio Solutions’s Telefonica TEF Stock Holding History

Orion Portfolio Solutions’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
Q1 		$445K Buy
95,513
+40,428
+73% +$173K ﹤0.01% 1469
2024
Q4 		$221K Buy
55,085
+4,961
+10% +$22.3K ﹤0.01% 1703
2024
Q3 		$244K Buy
50,124
+4,181
+9% +$19K ﹤0.01% 1625
2024
Q2 		$193K Buy
45,943
+10,971
+31% +$48.5K ﹤0.01% 1649
2024
Q1 		$154K Buy
34,972
+10,901
+45% +$44.8K ﹤0.01% 1632
2023
Q4 		$98.9K Sell
24,071
-519
-2% -$2.08K ﹤0.01% 1619
2023
Q3 		$100K Sell
24,590
-23,694
-49% -$95.9K ﹤0.01% 1581
2023
Q2 		$195K Sell
48,284
-3,402
-7% -$14.4K ﹤0.01% 1560
2023
Q1 		$221K Buy
+51,686
New +$205K ﹤0.01% 1472
2020
Q1 		– Sell
-25
Closed – – 2294
2019
Q4 		$0 Buy
+25
New +$152 ﹤0.01% 1947

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Orion Portfolio Solutions's TEF Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Telefonica (TEF) stake by 73% in Q1 2025, buying an estimated $173K and bringing the position to 95,513 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Orion Portfolio Solutions first reported a position in TEF in Q4 2019 and has held it in 10 quarters since. 242 funds tracked by Wall St. Rank hold TEF as of Q1 2025.

  • Orion Portfolio Solutions held 95,513 shares of Telefonica worth $445K as of Q1 2025.
  • Orion Portfolio Solutions bought 40,428 Telefonica shares in Q1 2025, an estimated $173K.
  • Telefonica made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1469 holding.
  • Orion Portfolio Solutions first reported a position in Telefonica in Q4 2019 and has held it in 10 quarters since.
  • 242 funds tracked by Wall St. Rank held Telefonica as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.