Everhart Financial Group’s T-Mobile US TMUS Stock Holding History

Everhart Financial Group’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	$263K	Sell	1,567 -399	-20%	-$75.5K	0.02%	409
2026 Q1	$413K	Buy	1,966 +519	+36%	+$107K	0.04%	309
2025 Q4	$294K	Sell	1,447 -90	-6%	-$19.1K	0.03%	328
2025 Q3	$368K	Buy	1,537 +105	+7%	+$25.4K	0.04%	287
2025 Q2	$341K	Buy	1,432 +17	+1%	+$4.15K	0.04%	275
2025 Q1	$377K	Buy	1,415 +79	+6%	+$19.5K	0.05%	248
2024 Q4	$295K	Buy	1,336 +37	+3%	+$8.41K	0.06%	258
2024 Q3	$268K	Buy	+1,299	New	+$249K	0.06%	273

Other funds holding TMUS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Everhart Financial Group's TMUS Position: Q2 2026 in Review

Everhart Financial Group reduced its T-Mobile US (TMUS) stake by 20% in Q2 2026, selling an estimated $75.5K and leaving 1,567 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #409.

Everhart Financial Group first reported a position in TMUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $413K in Q1 2026. 272 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

Everhart Financial Group held 1,567 shares of T-Mobile US worth $263K as of Q2 2026.
Everhart Financial Group sold 399 T-Mobile US shares in Q2 2026, an estimated $75.5K.
T-Mobile US made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #409 holding.
Everhart Financial Group first reported a position in T-Mobile US in Q3 2024 and has held it in 8 quarters since.
Everhart Financial Group's T-Mobile US position peaked at $413K in Q1 2026.
272 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.