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Kingswood Wealth Advisors’s T-Mobile US TMUS Stock Holding History

Kingswood 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
Q2 		– Sell
-1,151
Closed -$242K – 1043
2026
Q1 		$242K Sell
1,151
-74
-6% -$15.2K 0.01% 804
2025
Q4 		$249K Buy
1,225
+359
+41% +$76.1K 0.01% 748
2025
Q3 		$207K Sell
866
-396
-31% -$95.9K 0.01% 751
2025
Q2 		$301K Sell
1,262
-1,562
-55% -$381K 0.02% 569
2025
Q1 		$753K Buy
2,824
+681
+32% +$168K 0.07% 308
2024
Q4 		$473K Sell
2,143
-1,241
-37% -$282K 0.04% 458
2024
Q3 		$698K Sell
3,384
-86
-2% -$16.5K 0.05% 372
2024
Q2 		$611K Buy
3,470
+262
+8% +$43.9K 0.06% 335
2024
Q1 		$524K Sell
3,208
-2,056
-39% -$335K 0.06% 335
2023
Q4 		$844K Buy
+5,264
New +$779K 0.1% 228

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

Kingswood Wealth Advisors's TMUS Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of T-Mobile US (TMUS) in Q2 2026, closing a stake of 1,151 shares — an estimated $242K sold.

Kingswood Wealth Advisors first reported a position in TMUS in Q4 2023 and held it in 10 quarters. The position peaked at $844K in Q4 2023. 1,651 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining T-Mobile US position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,151 T-Mobile US shares in Q2 2026, an estimated $242K.
  • Kingswood Wealth Advisors first reported a position in T-Mobile US in Q4 2023 and held it in 10 quarters.
  • Kingswood Wealth Advisors's T-Mobile US position peaked at $844K in Q4 2023.
  • 1,651 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.