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Kapstone Financial Advisors’s T-Mobile US TMUS Stock Holding History

Kapstone Financial 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
2025
Q4 		– Sell
-917
Closed -$220K – 137
2025
Q3 		$220K Sell
917
-83
-8% -$20.1K 0.1% 104
2025
Q2 		$238K Hold
1,000
– – 0.12% 95
2025
Q1 		$267K Hold
1,000
– – 0.15% 85
2024
Q4 		$235K Hold
1,000
– – 0.13% 94
2024
Q3 		$205K Buy
+1,000
New +$191K 0.12% 99
2023
Q3 		– Sell
-1,722
Closed -$236K – 97
2023
Q2 		$236K Hold
1,722
– – 0.2% 81
2023
Q1 		$259K Hold
1,722
– – 0.23% 78
2022
Q4 		$253K Buy
+1,722
New +$247K 0.23% 80

Other funds holding TMUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kapstone Financial Advisors's TMUS Position: Q4 2025 in Review

Kapstone Financial Advisors sold out of T-Mobile US (TMUS) in Q4 2025, closing a stake of 917 shares — an estimated $220K sold.

Kapstone Financial Advisors first reported a position in TMUS in Q4 2022 and held it in 8 quarters. The position peaked at $267K in Q1 2025. 1,712 funds tracked by Wall St. Rank hold TMUS as of Q4 2025.

  • Kapstone Financial Advisors reported no remaining T-Mobile US position as of Q4 2025 after selling out during the quarter.
  • Kapstone Financial Advisors sold 917 T-Mobile US shares in Q4 2025, an estimated $220K.
  • Kapstone Financial Advisors first reported a position in T-Mobile US in Q4 2022 and held it in 8 quarters.
  • Kapstone Financial Advisors's T-Mobile US position peaked at $267K in Q1 2025.
  • 1,712 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2025.

Based on Kapstone Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.