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Castle Rock Wealth Management’s T-Mobile US TMUS Stock Holding History

Castle Rock 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
Q2 		– Sell
-6,961
Closed -$1.4M – 279
2026
Q1 		$1.4M Buy
6,961
+329
+5% +$67.6K 0.3% 95
2025
Q4 		$1.32M Buy
6,632
+901
+16% +$191K 0.28% 104
2025
Q3 		$1.32M Buy
5,731
+846
+17% +$205K 0.29% 100
2025
Q2 		$1.14M Buy
+4,885
New +$1.19M 0.27% 101

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

Castle Rock Wealth Management's TMUS Position: Q2 2026 in Review

Castle Rock Wealth Management sold out of T-Mobile US (TMUS) in Q2 2026, closing a stake of 6,961 shares — an estimated $1.4M sold.

Castle Rock Wealth Management first reported a position in TMUS in Q2 2025 and held it in 4 quarters. The position peaked at $1.4M in Q1 2026. 1,655 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

  • Castle Rock Wealth Management reported no remaining T-Mobile US position as of Q2 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 6,961 T-Mobile US shares in Q2 2026, an estimated $1.4M.
  • Castle Rock Wealth Management first reported a position in T-Mobile US in Q2 2025 and held it in 4 quarters.
  • Castle Rock Wealth Management's T-Mobile US position peaked at $1.4M in Q1 2026.
  • 1,655 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.