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Holistic Financial Partners’s T-Mobile US TMUS Stock Holding History

Holistic Financial Partners’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 		– Sell
-1,255
Closed -$264K – 146
2026
Q1 		$264K Sell
1,255
-5
-0.4% -$1.03K 0.1% 115
2025
Q4 		$256K Sell
1,260
-3
-0.2% -$636 0.09% 113
2025
Q3 		$302K Sell
1,263
-118
-9% -$28.6K 0.12% 94
2025
Q2 		$329K Sell
1,381
-178
-11% -$43.5K 0.14% 83
2025
Q1 		$416K Sell
1,559
-40
-3% -$9.86K 0.2% 61
2024
Q4 		$353K Sell
1,599
-144
-8% -$32.7K 0.18% 71
2024
Q3 		$360K Buy
1,743
+84
+5% +$16.1K 0.17% 69
2024
Q2 		$292K Sell
1,659
-438
-21% -$73.5K 0.15% 82
2024
Q1 		$342K Buy
2,097
+584
+39% +$95.1K 0.17% 72
2023
Q4 		$243K Buy
+1,513
New +$224K 0.15% 95

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

Holistic Financial Partners's TMUS Position: Q2 2026 in Review

Holistic Financial Partners sold out of T-Mobile US (TMUS) in Q2 2026, closing a stake of 1,255 shares — an estimated $264K sold.

Holistic Financial Partners first reported a position in TMUS in Q4 2023 and held it in 10 quarters. The position peaked at $416K in Q1 2025. 1,657 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

  • Holistic Financial Partners reported no remaining T-Mobile US position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 1,255 T-Mobile US shares in Q2 2026, an estimated $264K.
  • Holistic Financial Partners first reported a position in T-Mobile US in Q4 2023 and held it in 10 quarters.
  • Holistic Financial Partners's T-Mobile US position peaked at $416K in Q1 2025.
  • 1,657 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.