WA
TEF

Whipplewood Advisors’s Telefonica TEF Stock Holding History

Whipplewood Advisors’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
Q3 		– Sell
-234
Closed -$1.22K – 1062
2025
Q2 		$1.22K Sell
234
-22
-9% -$111 ﹤0.01% 979
2025
Q1 		$1.09K Buy
256
+22
+9% +$94 ﹤0.01% 1012
2024
Q4 		$941 Buy
+234
New +$1.05K ﹤0.01% 1032

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Whipplewood Advisors's TEF Position: Q3 2025 in Review

Whipplewood Advisors sold out of Telefonica (TEF) in Q3 2025, closing a stake of 234 shares — an estimated $1.22K sold.

Whipplewood Advisors first reported a position in TEF in Q4 2024 and held it in 3 quarters. The position peaked at $1.22K in Q2 2025. 250 funds tracked by Wall St. Rank hold TEF as of Q3 2025.

  • Whipplewood Advisors reported no remaining Telefonica position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 234 Telefonica shares in Q3 2025, an estimated $1.22K.
  • Whipplewood Advisors first reported a position in Telefonica in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Telefonica position peaked at $1.22K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held Telefonica as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.