TWD
TEF

True Wealth Design’s Telefonica TEF Stock Holding History

True Wealth Design’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
-80
Closed -$407 – 2810
2025
Q3 		$407 Hold
80
– – ﹤0.01% 2073
2025
Q2 		$419 Sell
80
-4
-5% -$20 ﹤0.01% 1815
2025
Q1 		$392 Sell
84
-12
-13% -$51 ﹤0.01% 1653
2024
Q4 		$386 Sell
96
-10
-9% -$45 ﹤0.01% 1132
2024
Q3 		$516 Hold
106
– – ﹤0.01% 1095
2024
Q2 		$447 Buy
+106
New +$468 ﹤0.01% 674

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

True Wealth Design's TEF Position: Q4 2025 in Review

True Wealth Design sold out of Telefonica (TEF) in Q4 2025, closing a stake of 80 shares — an estimated $407 sold.

True Wealth Design first reported a position in TEF in Q2 2024 and held it in 6 quarters. The position peaked at $516 in Q3 2024. 245 funds tracked by Wall St. Rank hold TEF as of Q4 2025.

  • True Wealth Design reported no remaining Telefonica position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 80 Telefonica shares in Q4 2025, an estimated $407.
  • True Wealth Design first reported a position in Telefonica in Q2 2024 and held it in 6 quarters.
  • True Wealth Design's Telefonica position peaked at $516 in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.