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

Heartwood 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
2025 Q4	–	Sell	-2	Closed	-$479	–	554
2025 Q3	$479	Buy	+2	New	+$484	﹤0.01%	603

Other funds holding TMUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heartwood Wealth Advisors's TMUS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of T-Mobile US (TMUS) in Q4 2025, closing a stake of 2 shares — an estimated $479 sold.

Heartwood Wealth Advisors first reported a position in TMUS in Q3 2025 and held it in 1 quarter. The position peaked at $479 in Q3 2025. 1,710 funds tracked by Wall St. Rank hold TMUS as of Q4 2025.

Heartwood Wealth Advisors reported no remaining T-Mobile US position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 2 T-Mobile US shares in Q4 2025, an estimated $479.
Heartwood Wealth Advisors first reported a position in T-Mobile US in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's T-Mobile US position peaked at $479 in Q3 2025.
1,710 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.