Root Financial Partners
TMUS icon

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

Root 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
Q3 		$219K Sell
1,345
-728
-35% -$130K 0.01% 412
2026
Q2 		$348K Buy
2,073
+836
+68% +$158K 0.01% 258
2026
Q1 		$260K Buy
1,237
+155
+14% +$31.8K 0.01% 283
2025
Q4 		$220K Buy
1,082
+176
+19% +$37.3K 0.01% 281
2025
Q3 		$217K Buy
+906
New +$219K 0.01% 266

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's TMUS Position: Q3 2026 in Review

Root Financial Partners reduced its T-Mobile US (TMUS) stake by 35% in Q3 2026, selling an estimated $130K and leaving 1,345 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #412.

Root Financial Partners first reported a position in TMUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $348K in Q2 2026. 1,378 funds tracked by Wall St. Rank hold TMUS as of Q3 2026.

  • Root Financial Partners held 1,345 shares of T-Mobile US worth $219K as of Q3 2026.
  • Root Financial Partners sold 728 T-Mobile US shares in Q3 2026, an estimated $130K.
  • T-Mobile US made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #412 holding.
  • Root Financial Partners first reported a position in T-Mobile US in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's T-Mobile US position peaked at $348K in Q2 2026.
  • 1,378 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.