Williams Jones Wealth Management’s Telefonica TEF Stock Holding History

Williams Jones 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 Q2	$45.1K	Hold	11,377	–	–	﹤0.01%	535
2026 Q1	$49.4K	Hold	11,377	–	–	﹤0.01%	501
2025 Q4	$46.1K	Hold	11,377	–	–	﹤0.01%	503
2025 Q3	$57.8K	Hold	11,377	–	–	﹤0.01%	495
2025 Q2	$59.5K	Hold	11,377	–	–	﹤0.01%	493
2025 Q1	$53K	Hold	11,377	–	–	﹤0.01%	482
2024 Q4	$45.7K	Hold	11,377	–	–	﹤0.01%	487
2024 Q3	$55.3K	Hold	11,377	–	–	﹤0.01%	526
2024 Q2	$47.9K	Hold	11,377	–	–	﹤0.01%	505
2024 Q1	$50.2K	Hold	11,377	–	–	﹤0.01%	530
2023 Q4	$44.4K	Hold	11,377	–	–	﹤0.01%	526
2023 Q3	$46.3K	Hold	11,377	–	–	﹤0.01%	530
2023 Q2	$45.8K	Hold	11,377	–	–	﹤0.01%	512
2023 Q1	$48.7K	Hold	11,377	–	–	﹤0.01%	543
2022 Q4	$40.6K	Hold	11,377	–	–	﹤0.01%	543
2022 Q3	$37K	Sell	11,377 -7,076	-38%	-$30K	﹤0.01%	555
2022 Q2	$95K	Buy	+18,453	New	+$90.2K	﹤0.01%	542

Other funds holding TEF

AAM

Auxier Asset Management Aurora, Oregon $745M AUM 27.52% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

CAM

Cozad Asset Management Champaign, Illinois $1.55B AUM 52.25% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

YCM

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Williams Jones Wealth Management's TEF Position: Q2 2026 in Review

Williams Jones Wealth Management held its Telefonica (TEF) position steady in Q2 2026 at 11,377 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Williams Jones Wealth Management first reported a position in TEF in Q2 2022 and has held it in 17 quarters since. The position peaked at $95K in Q2 2022. 16 funds tracked by Wall St. Rank hold TEF as of Q2 2026.

Williams Jones Wealth Management held 11,377 shares of Telefonica worth $45.1K as of Q2 2026.
Williams Jones Wealth Management left its Telefonica share count unchanged in Q2 2026.
Telefonica made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #535 holding.
Williams Jones Wealth Management first reported a position in Telefonica in Q2 2022 and has held it in 17 quarters since.
Williams Jones Wealth Management's Telefonica position peaked at $95K in Q2 2022.
16 funds tracked by Wall St. Rank held Telefonica as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.