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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
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

Other funds holding TMUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

Root Financial Partners increased its T-Mobile US (TMUS) stake by 14% in Q1 2026, buying an estimated $31.8K and bringing the position to 1,237 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #283.

Root Financial Partners first reported a position in TMUS in Q3 2025 and has held it in 3 quarters since. 1,720 funds tracked by Wall St. Rank hold TMUS as of Q1 2026.

  • Root Financial Partners held 1,237 shares of T-Mobile US worth $260K as of Q1 2026.
  • Root Financial Partners bought 155 T-Mobile US shares in Q1 2026, an estimated $31.8K.
  • T-Mobile US made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #283 holding.
  • Root Financial Partners first reported a position in T-Mobile US in Q3 2025 and has held it in 3 quarters since.
  • 1,720 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.