SHP Wealth Management’s Telefonica TEF Stock Holding History

SHP 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
2026 Q1	–	Sell	-238	Closed	-$964	–	1906
2025 Q4	$964	Buy	+238	New	+$1.07K	﹤0.01%	1266

Other funds holding TEF

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAM

Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ZAM

Zevin Asset Management Boston, Massachusetts $713M AUM 19.82% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

SHP Wealth Management's TEF Position: Q1 2026 in Review

SHP Wealth Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 238 shares — an estimated $964 sold.

SHP Wealth Management first reported a position in TEF in Q4 2025 and held it in 1 quarter. The position peaked at $964 in Q4 2025. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

SHP Wealth Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 238 Telefonica shares in Q1 2026, an estimated $964.
SHP Wealth Management first reported a position in Telefonica in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's Telefonica position peaked at $964 in Q4 2025.
48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.