Total Wealth Planning & Management’s T-Mobile US TMUS Stock Holding History

Total Wealth Planning & Management’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	$445K	Sell	2,731 -4,320	-61%	-$773K	0.33%	103
2026 Q2	$1.18M	Buy	7,051 +209	+3%	+$39.6K	0.8%	29
2026 Q1	$1.44M	Buy	6,842 +3,127	+84%	+$642K	1.06%	18
2025 Q4	$754K	Buy	+3,715	New	+$788K	0.56%	49
2025 Q2	$1.31M	Buy	5,515 +3,327	+152%	+$812K	1.06%	18
2025 Q1	$584K	Sell	2,188 -14	-0.6%	-$3.45K	0.55%	54
2024 Q4	$486K	Buy	+2,202	New	+$501K	0.44%	66

Other funds holding TMUS

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Total Wealth Planning & Management's TMUS Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its T-Mobile US (TMUS) stake by 61% in Q3 2026, selling an estimated $773K and leaving 2,731 shares worth $445K. The position accounts for 0.33% of the portfolio, ranked #103.

Total Wealth Planning & Management first reported a position in TMUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q1 2026. 395 funds tracked by Wall St. Rank hold TMUS as of Q3 2026.

Total Wealth Planning & Management held 2,731 shares of T-Mobile US worth $445K as of Q3 2026.
Total Wealth Planning & Management sold 4,320 T-Mobile US shares in Q3 2026, an estimated $773K.
T-Mobile US made up 0.33% of Total Wealth Planning & Management's portfolio in Q3 2026, its #103 holding.
Total Wealth Planning & Management first reported a position in T-Mobile US in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's T-Mobile US position peaked at $1.44M in Q1 2026.
395 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.