Cassaday & Co Wealth Management
TMUS icon

Cassaday & Co Wealth Management’s T-Mobile US TMUS Stock Holding History

Cassaday & Co Wealth Management’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
Q3 		$368K Sell
2,257
-82
-4% -$14.7K 0.01% 273
2026
Q2 		$392K Buy
2,339
+63
+3% +$11.9K 0.01% 261
2026
Q1 		$478K Sell
2,276
-259
-10% -$53.2K 0.01% 227
2025
Q4 		$515K Hold
2,535
– – 0.01% 213
2025
Q3 		$607K Buy
2,535
+81
+3% +$19.6K 0.01% 195
2025
Q2 		$585K Buy
2,454
+30
+1% +$7.32K 0.01% 194
2025
Q1 		$647K Hold
2,424
– – 0.02% 168
2024
Q4 		$535K Sell
2,424
-7
-0.3% -$1.59K 0.01% 188
2024
Q3 		$502K Sell
2,431
-17
-0.7% -$3.25K 0.01% 184
2024
Q2 		$431K Buy
2,448
+111
+5% +$18.6K 0.01% 188
2024
Q1 		$381K Buy
2,337
+26
+1% +$4.23K 0.01% 197
2023
Q4 		$371K Sell
2,311
-144
-6% -$21.3K 0.01% 184
2023
Q3 		$344K Buy
2,455
+75
+3% +$10.4K 0.01% 175
2023
Q2 		$331K Sell
2,380
-175
-7% -$24.6K 0.01% 186
2023
Q1 		$370K Buy
2,555
+179
+8% +$25.9K 0.02% 182
2022
Q4 		$333K Buy
+2,376
New +$341K 0.02% 188

Other funds holding TMUS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cassaday & Co Wealth Management's TMUS Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its T-Mobile US (TMUS) stake by 3.5% in Q3 2026, selling an estimated $14.7K and leaving 2,257 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #273.

Cassaday & Co Wealth Management first reported a position in TMUS in Q4 2022 and has held it in 16 quarters since. The position peaked at $647K in Q1 2025. 1,015 funds tracked by Wall St. Rank hold TMUS as of Q3 2026.

  • Cassaday & Co Wealth Management held 2,257 shares of T-Mobile US worth $368K as of Q3 2026.
  • Cassaday & Co Wealth Management sold 82 T-Mobile US shares in Q3 2026, an estimated $14.7K.
  • T-Mobile US made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #273 holding.
  • Cassaday & Co Wealth Management first reported a position in T-Mobile US in Q4 2022 and has held it in 16 quarters since.
  • Cassaday & Co Wealth Management's T-Mobile US position peaked at $647K in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.