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Caldwell Trust’s T-Mobile US TMUS Stock Holding History

Caldwell Trust’s Portfolio TMUS Stock Details TMUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97M Buy
23,661
+923
+4% +$175K 0.32% 71
2026
Q1 		$4.78M Buy
22,738
+1,222
+6% +$251K 0.43% 56
2025
Q4 		$4.37M Buy
21,516
+1,166
+6% +$247K 0.39% 58
2025
Q3 		$4.87M Buy
20,350
+231
+1% +$55.9K 0.46% 52
2025
Q2 		$4.79M Buy
20,119
+804
+4% +$196K 0.48% 50
2025
Q1 		$5.15M Buy
19,315
+1,433
+8% +$353K 0.55% 41
2024
Q4 		$3.95M Buy
17,882
+895
+5% +$204K 0.41% 56
2024
Q3 		$3.51M Buy
16,987
+582
+4% +$111K 0.37% 61
2024
Q2 		$2.89M Buy
16,405
+690
+4% +$116K 0.32% 71
2024
Q1 		$2.57M Buy
15,715
+1,798
+13% +$293K 0.3% 74
2023
Q4 		$2.23M Buy
13,917
+2,170
+18% +$321K 0.28% 78
2023
Q3 		$1.65M Buy
11,747
+2,253
+24% +$312K 0.22% 97
2023
Q2 		$1.32M Buy
9,494
+246
+3% +$34.5K 0.17% 120
2023
Q1 		$1.34M Buy
9,248
+1,511
+20% +$219K 0.19% 115
2022
Q4 		$1.08M Buy
7,737
+794
+11% +$114K 0.15% 128
2022
Q3 		$932K Buy
6,943
+2,347
+51% +$330K 0.14% 136
2022
Q2 		$618K Buy
4,596
+357
+8% +$46.6K 0.09% 172
2022
Q1 		$544K Buy
4,239
+113
+3% +$13.5K 0.06% 195
2021
Q4 		$479K Buy
4,126
+643
+18% +$75.7K 0.06% 214
2021
Q3 		$445K Buy
3,483
+1,891
+119% +$263K 0.06% 210
2021
Q2 		$231K Buy
1,592
+854
+116% +$118K 0.03% 264
2021
Q1 		$92.5K Buy
+738
New +$93K 0.01% 358

Other funds holding TMUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Caldwell Trust's TMUS Position: Q2 2026 in Review

Caldwell Trust increased its T-Mobile US (TMUS) stake by 4.1% in Q2 2026, buying an estimated $175K and bringing the position to 23,661 shares worth $3.97M. The position accounts for 0.32% of the portfolio, ranked #71.

Caldwell Trust first reported a position in TMUS in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.15M in Q1 2025. 1,655 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

  • Caldwell Trust held 23,661 shares of T-Mobile US worth $3.97M as of Q2 2026.
  • Caldwell Trust bought 923 T-Mobile US shares in Q2 2026, an estimated $175K.
  • T-Mobile US made up 0.32% of Caldwell Trust's portfolio in Q2 2026, its #71 holding.
  • Caldwell Trust first reported a position in T-Mobile US in Q1 2021 and has held it in 22 quarters since.
  • Caldwell Trust's T-Mobile US position peaked at $5.15M in Q1 2025.
  • 1,655 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.