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

Heritage 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
Q2 		$17.4K Hold
104
– – ﹤0.01% 462
2026
Q1 		$21.8K Buy
104
+56
+117% +$11.5K ﹤0.01% 423
2025
Q4 		$9.75K Hold
48
– – ﹤0.01% 454
2025
Q3 		$11.5K Hold
48
– – ﹤0.01% 416
2025
Q2 		$11.4K Buy
48
+42
+700% +$10.3K ﹤0.01% 416
2025
Q1 		$1.6K Sell
6
-9
-60% -$2.22K ﹤0.01% 514
2024
Q4 		$3.31K Buy
15
+3
+25% +$682 ﹤0.01% 527
2024
Q3 		$2.48K Buy
+12
New +$2.3K ﹤0.01% 538
2023
Q3 		– Sell
-82
Closed -$11.4K – 566
2023
Q2 		$11.4K Sell
82
-9
-10% -$1.26K ﹤0.01% 430
2023
Q1 		$13.2K Sell
91
-158
-63% -$22.9K ﹤0.01% 429
2022
Q4 		$34.9K Buy
+249
New +$35.8K ﹤0.01% 365

Other funds holding TMUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Heritage Wealth Advisors's TMUS Position: Q2 2026 in Review

Heritage Wealth Advisors held its T-Mobile US (TMUS) position steady in Q2 2026 at 104 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Heritage Wealth Advisors first reported a position in TMUS in Q4 2022 and has held it in 11 quarters since. The position peaked at $34.9K in Q4 2022. 1,657 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

  • Heritage Wealth Advisors held 104 shares of T-Mobile US worth $17.4K as of Q2 2026.
  • Heritage Wealth Advisors left its T-Mobile US share count unchanged in Q2 2026.
  • T-Mobile US made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #462 holding.
  • Heritage Wealth Advisors first reported a position in T-Mobile US in Q4 2022 and has held it in 11 quarters since.
  • Heritage Wealth Advisors's T-Mobile US position peaked at $34.9K in Q4 2022.
  • 1,657 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.