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

Circle 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
Q1 		$1.01M Buy
4,811
+36
+0.8% +$7.39K 0.01% 137
2025
Q4 		$970K Buy
4,775
+1,253
+36% +$266K 0.01% 135
2025
Q3 		$843K Buy
3,522
+113
+3% +$27.4K 0.02% 137
2025
Q2 		$812K Sell
3,409
-1,910
-36% -$466K 0.02% 135
2025
Q1 		$1.42M Sell
5,319
-32
-0.6% -$7.89K 0.03% 98
2024
Q4 		$1.18M Sell
5,351
-1,908
-26% -$434K 0.03% 103
2024
Q3 		$1.5M Sell
7,259
-449
-6% -$86K 0.03% 87
2024
Q2 		$1.36M Sell
7,708
-156
-2% -$26.2K 0.03% 79
2024
Q1 		$1.28M Buy
7,864
+371
+5% +$60.4K 0.03% 82
2023
Q4 		$1.2M Buy
7,493
+137
+2% +$20.3K 0.03% 75
2023
Q3 		$1.03M Buy
7,356
+406
+6% +$56.2K 0.03% 83
2023
Q2 		$965K Buy
6,950
+21
+0.3% +$2.95K 0.13% 54
2023
Q1 		$1M Buy
6,929
+22
+0.3% +$3.19K 0.15% 50
2022
Q4 		$967K Buy
6,907
+37
+0.5% +$5.32K 0.15% 54
2022
Q3 		$922K Sell
6,870
-37
-0.5% -$5.2K 0.15% 55
2022
Q2 		$929K Buy
6,907
+10
+0.1% +$1.3K 0.15% 57
2022
Q1 		$885K Buy
6,897
+1,877
+37% +$224K 0.12% 76
2021
Q4 		$582K Buy
5,020
+1,928
+62% +$227K 0.08% 112
2021
Q3 		$395K Buy
+3,092
New +$431K 0.06% 135
2021
Q1 		– Sell
-11,590
Closed -$1.56M – 217
2020
Q4 		$1.56M Buy
11,590
+20
+0.2% +$2.47K 0.22% 51
2020
Q3 		$1.32M Sell
11,570
-1,100
-9% -$122K 0.22% 52
2020
Q2 		$1.32M Sell
12,670
-2,175
-15% -$208K 0.23% 51
2020
Q1 		$1.25M Sell
14,845
-155
-1% -$13.1K 0.24% 51
2019
Q4 		$1.18M Sell
15,000
-20
-0.1% -$1.57K 0.2% 61
2019
Q3 		$1.18M Buy
15,020
+20
+0.1% +$1.57K 0.25% 52
2019
Q2 		$1.11M Sell
15,000
-1,000
-6% -$74.3K 0.24% 57
2019
Q1 		$1.11M Buy
+16,000
New +$1.12M 0.25% 64

Other funds holding TMUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Circle Wealth Management's TMUS Position: Q1 2026 in Review

Circle Wealth Management increased its T-Mobile US (TMUS) stake by 0.75% in Q1 2026, buying an estimated $7.39K and bringing the position to 4,811 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #137.

Circle Wealth Management first reported a position in TMUS in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.56M in Q4 2020. 1,719 funds tracked by Wall St. Rank hold TMUS as of Q1 2026.

  • Circle Wealth Management held 4,811 shares of T-Mobile US worth $1.01M as of Q1 2026.
  • Circle Wealth Management bought 36 T-Mobile US shares in Q1 2026, an estimated $7.39K.
  • T-Mobile US made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Circle Wealth Management first reported a position in T-Mobile US in Q1 2019 and has held it in 27 quarters since.
  • Circle Wealth Management's T-Mobile US position peaked at $1.56M in Q4 2020.
  • 1,719 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.