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GoalVest Advisory’s T-Mobile US TMUS Stock Holding History

GoalVest Advisory’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 		$120K Hold
734
– – 0.02% 148
2026
Q2 		$123K Sell
734
-225
-23% -$42.6K 0.02% 143
2026
Q1 		$201K Sell
959
-91
-9% -$18.7K 0.04% 148
2025
Q4 		$213K Hold
1,050
– – 0.04% 145
2025
Q3 		$251K Hold
1,050
– – 0.05% 120
2025
Q2 		$250K Buy
1,050
+81
+8% +$19.8K 0.06% 114
2025
Q1 		$258K Buy
969
+354
+58% +$87.3K 0.07% 106
2024
Q4 		$136K Hold
615
– – 0.04% 135
2024
Q3 		$127K Hold
615
– – 0.04% 129
2024
Q2 		$108K Sell
615
-335
-35% -$56.2K 0.03% 129
2024
Q1 		$155K Buy
950
+435
+84% +$70.8K 0.05% 124
2023
Q4 		$82.6K Buy
515
+408
+381% +$60.4K 0.04% 101
2023
Q3 		$15K Buy
+107
New +$14.8K 0.01% 238
2023
Q1 		– Sell
-180
Closed -$25.2K – 293
2022
Q4 		$25.2K Hold
180
– – 0.02% 148
2022
Q3 		$24K Sell
180
-4
-2% -$562 0.02% 145
2022
Q2 		$25K Hold
184
– – 0.02% 204
2022
Q1 		$24K Buy
+184
New +$21.9K 0.01% 184
2021
Q2 		$4K Buy
+25
New +$3.45K ﹤0.01% 225

Other funds holding TMUS

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

GoalVest Advisory's TMUS Position: Q3 2026 in Review

GoalVest Advisory held its T-Mobile US (TMUS) position steady in Q3 2026 at 734 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #148.

GoalVest Advisory first reported a position in TMUS in Q2 2021 and has held it in 18 quarters since. The position peaked at $258K in Q1 2025. 58 funds tracked by Wall St. Rank hold TMUS as of Q3 2026.

  • GoalVest Advisory held 734 shares of T-Mobile US worth $120K as of Q3 2026.
  • GoalVest Advisory left its T-Mobile US share count unchanged in Q3 2026.
  • T-Mobile US made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #148 holding.
  • GoalVest Advisory first reported a position in T-Mobile US in Q2 2021 and has held it in 18 quarters since.
  • GoalVest Advisory's T-Mobile US position peaked at $258K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.