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

Sax 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	$258K	Buy	+1,229	New	+$233K	0.01%	475
2025 Q1	–	Sell	-1,677	Closed	-$370K	–	386
2024 Q4	$370K	Buy	1,677 +19	+1%	+$4.32K	0.03%	236
2024 Q3	$342K	Sell	1,658 -3,507	-68%	-$671K	0.03%	208
2024 Q2	$910K	Buy	5,165 +35	+0.7%	+$5.87K	0.09%	95
2024 Q1	$837K	Hold	5,130	–	–	0.1%	80
2023 Q4	$822K	Hold	5,130	–	–	0.13%	82
2023 Q3	$718K	Buy	5,130 +730	+17%	+$101K	0.14%	84
2023 Q2	$611K	Hold	4,400	–	–	0.12%	96
2023 Q1	$637K	Hold	4,400	–	–	0.14%	87
2022 Q4	$616K	Hold	4,400	–	–	0.14%	84
2022 Q3	$590K	Hold	4,400	–	–	0.15%	87
2022 Q2	$592K	Buy	4,400 +455	+12%	+$59.4K	0.15%	89
2022 Q1	$506K	Buy	3,945 +782	+25%	+$93.1K	0.12%	109
2021 Q4	$367K	Hold	3,163	–	–	0.08%	135
2021 Q3	$404K	Buy	+3,163	New	+$441K	0.1%	111

Other funds holding TMUS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return