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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Holistic Financial Partners's TMUS Position: Q1 2026 in Review

Holistic Financial Partners reduced its T-Mobile US (TMUS) stake by 0.4% in Q1 2026, selling an estimated $1.03K and leaving 1,255 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #115.

Holistic Financial Partners first reported a position in TMUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $416K in Q1 2025. 1,719 funds tracked by Wall St. Rank hold TMUS as of Q1 2026.

Holistic Financial Partners held 1,255 shares of T-Mobile US worth $264K as of Q1 2026.
Holistic Financial Partners sold 5 T-Mobile US shares in Q1 2026, an estimated $1.03K.
T-Mobile US made up 0.1% of Holistic Financial Partners's portfolio in Q1 2026, its #115 holding.
Holistic Financial Partners first reported a position in T-Mobile US in Q4 2023 and has held it in 10 quarters since.
Holistic Financial Partners's T-Mobile US position peaked at $416K in Q1 2025.
1,719 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.