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Transform Wealth’s T-Mobile US TMUS Stock Holding History

Transform Wealth’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
2025
Q1 		$13.9M Sell
52,140
-2,356
-4% -$581K 0.84% 35
2024
Q4 		$12M Buy
54,496
+8,208
+18% +$1.87M 0.67% 42
2024
Q3 		$9.55M Buy
46,288
+13,677
+42% +$2.62M 0.63% 45
2024
Q2 		$5.75M Buy
32,611
+470
+1% +$78.8K 0.43% 62
2024
Q1 		$5.25M Buy
32,141
+2,063
+7% +$336K 0.5% 66
2023
Q4 		$4.82M Buy
30,078
+678
+2% +$100K 0.47% 73
2023
Q3 		$4.12M Buy
29,400
+1,535
+6% +$213K 0.43% 71
2023
Q2 		$3.87M Buy
+27,865
New +$3.91M 0.35% 90

Other funds holding TMUS

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Transform Wealth's TMUS Position: Q1 2025 in Review

Transform Wealth reduced its T-Mobile US (TMUS) stake by 4.3% in Q1 2025, selling an estimated $581K and leaving 52,140 shares worth $13.9M. The position accounts for 0.84% of the portfolio, ranked #35.

Transform Wealth first reported a position in TMUS in Q2 2023 and has held it in 8 quarters since. 1,767 funds tracked by Wall St. Rank hold TMUS as of Q1 2025.

  • Transform Wealth held 52,140 shares of T-Mobile US worth $13.9M as of Q1 2025.
  • Transform Wealth sold 2,356 T-Mobile US shares in Q1 2025, an estimated $581K.
  • T-Mobile US made up 0.84% of Transform Wealth's portfolio in Q1 2025, its #35 holding.
  • Transform Wealth first reported a position in T-Mobile US in Q2 2023 and has held it in 8 quarters since.
  • 1,767 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.