PWAM
TEF

Private Wealth Asset Management’s Telefonica TEF Stock Holding History

Private Wealth Asset 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
-183
Closed -$930 – 1141
2025
Q3 		$930 Hold
183
– – ﹤0.01% 856
2025
Q2 		$957 Hold
183
– – ﹤0.01% 856
2025
Q1 		$853 Buy
+183
New +$785 ﹤0.01% 920

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 $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
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 $8.21B AUM 28.81% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Private Wealth Asset Management's TEF Position: Q4 2025 in Review

Private Wealth Asset Management sold out of Telefonica (TEF) in Q4 2025, closing a stake of 183 shares — an estimated $930 sold.

Private Wealth Asset Management first reported a position in TEF in Q1 2025 and held it in 3 quarters. The position peaked at $957 in Q2 2025. 245 funds tracked by Wall St. Rank hold TEF as of Q4 2025.

  • Private Wealth Asset Management reported no remaining Telefonica position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 183 Telefonica shares in Q4 2025, an estimated $930.
  • Private Wealth Asset Management first reported a position in Telefonica in Q1 2025 and held it in 3 quarters.
  • Private Wealth Asset Management's Telefonica position peaked at $957 in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.