HWA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM