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EP Wealth Advisors’s T-Mobile US TMUS Stock Holding History

EP Wealth Advisors’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 		$2.32M Sell
11,034
-1,767
-14% -$363K 0.01% 449
2025
Q4 		$2.6M Buy
+12,801
New +$2.71M 0.01% 393
2025
Q2 		$2.87M Buy
12,027
+564
+5% +$138K 0.02% 346
2025
Q1 		$3.06M Sell
11,463
-578
-5% -$142K 0.02% 294
2024
Q4 		$2.66M Buy
12,041
+492
+4% +$112K 0.02% 310
2024
Q3 		$2.38M Buy
11,549
+5,643
+96% +$1.08M 0.02% 323
2024
Q2 		$1.04M Buy
5,906
+721
+14% +$121K 0.01% 381
2024
Q1 		$846K Sell
5,185
-300
-5% -$48.8K 0.01% 404
2023
Q4 		$879K Buy
5,485
+694
+14% +$103K 0.01% 387
2023
Q3 		$671K Sell
4,791
-65,848
-93% -$9.12M 0.01% 401
2023
Q2 		$1.06M Buy
70,639
+51,312
+265% +$7.2M 0.02% 322
2023
Q1 		$11.1M Buy
19,327
+16,948
+712% +$2.46M 0.19% 82
2022
Q4 		$333K Buy
+2,379
New +$342K 0.01% 447
2022
Q3 		– Sell
-1,490
Closed -$200K – 618
2022
Q2 		$200K Buy
+1,490
New +$194K ﹤0.01% 575
2022
Q1 		– Sell
-1,848
Closed -$214K – 665
2021
Q4 		$214K Sell
1,848
-856
-32% -$101K 0.01% 518
2021
Q3 		$345K Sell
2,704
-978
-27% -$136K 0.01% 406
2021
Q2 		$533K Buy
3,682
+661
+22% +$91.1K 0.01% 324
2021
Q1 		$379K Sell
3,021
-124
-4% -$15.6K 0.01% 366
2020
Q4 		$424K Sell
3,145
-590
-16% -$72.9K 0.01% 295
2020
Q3 		$427K Hold
3,735
– – 0.02% 244
2020
Q2 		$389K Sell
3,735
-1,108
-23% -$106K 0.02% 276
2020
Q1 		$406K Buy
4,843
+123
+3% +$10.4K 0.02% 274
2019
Q4 		$370K Buy
4,720
+500
+12% +$39.3K 0.02% 310
2019
Q3 		$332K Sell
4,220
-774
-15% -$60.7K 0.02% 268
2019
Q2 		$370K Buy
+4,994
New +$371K 0.02% 217

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

EP Wealth Advisors's TMUS Position: Q1 2026 in Review

EP Wealth Advisors reduced its T-Mobile US (TMUS) stake by 14% in Q1 2026, selling an estimated $363K and leaving 11,034 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #449.

EP Wealth Advisors first reported a position in TMUS in Q2 2019 and has held it in 25 quarters since. The position peaked at $11.1M in Q1 2023. 1,719 funds tracked by Wall St. Rank hold TMUS as of Q1 2026.

  • EP Wealth Advisors held 11,034 shares of T-Mobile US worth $2.32M as of Q1 2026.
  • EP Wealth Advisors sold 1,767 T-Mobile US shares in Q1 2026, an estimated $363K.
  • T-Mobile US made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #449 holding.
  • EP Wealth Advisors first reported a position in T-Mobile US in Q2 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's T-Mobile US position peaked at $11.1M in Q1 2023.
  • 1,719 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.