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 Q3	–	Sell	-104	Closed	-$17.4K	–	562
2026 Q2	$17.4K	Hold	104	–	–	﹤0.01%	462
2026 Q1	$21.8K	Buy	104 +56	+117%	+$11.5K	﹤0.01%	423
2025 Q4	$9.7K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Heritage Wealth Advisors's TMUS Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of T-Mobile US (TMUS) in Q3 2026, closing a stake of 104 shares — an estimated $17.4K sold.

Heritage Wealth Advisors first reported a position in TMUS in Q4 2022 and held it in 11 quarters. The position peaked at $34.9K in Q4 2022. 1,015 funds tracked by Wall St. Rank hold TMUS as of Q3 2026.

Heritage Wealth Advisors reported no remaining T-Mobile US position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 104 T-Mobile US shares in Q3 2026, an estimated $17.4K.
Heritage Wealth Advisors first reported a position in T-Mobile US in Q4 2022 and held it in 11 quarters.
Heritage Wealth Advisors's T-Mobile US position peaked at $34.9K in Q4 2022.
1,015 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.