Zevin Asset Management’s Telefonica TEF Stock Holding History

Zevin 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
2026 Q2	–	Sell	-53,575	Closed	-$233K	–	100
2026 Q1	$233K	Hold	53,575	–	–	0.03%	89
2025 Q4	$217K	Hold	53,575	–	–	0.03%	94
2025 Q3	$272K	Hold	53,575	–	–	0.04%	83
2025 Q2	$280K	Hold	53,575	–	–	0.04%	72
2025 Q1	$250K	Hold	53,575	–	–	0.04%	74
2024 Q4	$215K	Hold	53,575	–	–	0.03%	82
2024 Q3	$260K	Hold	53,575	–	–	0.04%	70
2024 Q2	$226K	Hold	53,575	–	–	0.04%	69
2024 Q1	$236K	Hold	53,575	–	–	0.04%	72
2023 Q4	$209K	Hold	53,575	–	–	0.04%	88
2023 Q3	$218K	Hold	53,575	–	–	0.04%	80
2023 Q2	$216K	Hold	53,575	–	–	0.04%	70
2023 Q1	$229K	Hold	53,575	–	–	0.05%	70
2022 Q4	$191K	Hold	53,575	–	–	0.04%	75
2022 Q3	$174K	Hold	53,575	–	–	0.04%	72
2022 Q2	$275K	Buy	53,575 +19,294	+56%	+$94.3K	0.06%	63
2022 Q1	$159K	Hold	34,281	–	–	0.03%	88
2021 Q4	$141K	Sell	34,281 -1,319	-4%	-$5.51K	0.03%	93
2021 Q3	$156K	Hold	35,600	–	–	0.03%	97
2021 Q2	$156K	Sell	35,600 -1,780	-5%	-$7.7K	0.03%	100
2021 Q1	$150K	Hold	37,380	–	–	0.03%	90
2020 Q4	$134K	Sell	37,380 -2,076	-5%	-$7.02K	0.03%	90
2020 Q3	$114K	Hold	39,456	–	–	0.03%	90
2020 Q2	$160K	Sell	39,456 -1,644	-4%	-$6.37K	0.05%	76
2020 Q1	$152K	Hold	41,100	–	–	0.06%	76
2019 Q4	$231K	Buy	+41,100	New	+$250K	0.07%	83

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

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 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

Zevin Asset Management's TEF Position: Q2 2026 in Review

Zevin Asset Management sold out of Telefonica (TEF) in Q2 2026, closing a stake of 53,575 shares — an estimated $233K sold.

Zevin Asset Management first reported a position in TEF in Q4 2019 and held it in 26 quarters. The position peaked at $280K in Q2 2025. 16 funds tracked by Wall St. Rank hold TEF as of Q2 2026.

Zevin Asset Management reported no remaining Telefonica position as of Q2 2026 after selling out during the quarter.
Zevin Asset Management sold 53,575 Telefonica shares in Q2 2026, an estimated $233K.
Zevin Asset Management first reported a position in Telefonica in Q4 2019 and held it in 26 quarters.
Zevin Asset Management's Telefonica position peaked at $280K in Q2 2025.
16 funds tracked by Wall St. Rank held Telefonica as of Q2 2026.

Based on Zevin Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.