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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

GoalVest Advisory's TMUS Position: Q2 2026 in Review

GoalVest Advisory reduced its T-Mobile US (TMUS) stake by 23% in Q2 2026, selling an estimated $42.6K and leaving 734 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #143.

GoalVest Advisory first reported a position in TMUS in Q2 2021 and has held it in 17 quarters since. The position peaked at $258K in Q1 2025. 1,652 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

GoalVest Advisory held 734 shares of T-Mobile US worth $123K as of Q2 2026.
GoalVest Advisory sold 225 T-Mobile US shares in Q2 2026, an estimated $42.6K.
T-Mobile US made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #143 holding.
GoalVest Advisory first reported a position in T-Mobile US in Q2 2021 and has held it in 17 quarters since.
GoalVest Advisory's T-Mobile US position peaked at $258K in Q1 2025.
1,652 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.