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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in T-Mobile US (TMUS) in Q2 2026: 1,229 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in TMUS as recently as Q4 2024.

Sax Wealth Advisors first reported a position in TMUS in Q3 2021 and has held it in 15 quarters since. The position peaked at $910K in Q2 2024. 1,666 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

Sax Wealth Advisors held 1,229 shares of T-Mobile US worth $258K as of Q2 2026.
T-Mobile US was a new Sax Wealth Advisors position in Q2 2026.
T-Mobile US made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #475 holding.
Sax Wealth Advisors first reported a position in T-Mobile US in Q3 2021 and has held it in 15 quarters since.
Sax Wealth Advisors's T-Mobile US position peaked at $910K in Q2 2024.
1,666 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.