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Valeo Financial Advisors’s T-Mobile US TMUS Stock Holding History

Valeo Financial 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
2023
Q3 		– Sell
-200
Closed -$28 – 675
2023
Q2 		$28 Buy
+200
New +$28.1K ﹤0.01% 606
2021
Q2 		– Sell
-200
Closed -$25K – 1703
2021
Q1 		$25K Buy
+200
New +$25.2K ﹤0.01% 1103

Other funds holding TMUS

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Valeo Financial Advisors's TMUS Position: Q3 2026 in Review

Valeo Financial Advisors reduced its T-Mobile US (TMUS) stake by 8.1% in Q3 2026, selling an estimated $39.2K and leaving 2,490 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #525.

Valeo Financial Advisors first reported a position in TMUS in Q4 2017 and has held it in 31 quarters since. The position peaked at $2M in Q1 2025. 58 funds tracked by Wall St. Rank hold TMUS as of Q3 2026.

  • Valeo Financial Advisors held 2,490 shares of T-Mobile US worth $406K as of Q3 2026.
  • Valeo Financial Advisors sold 219 T-Mobile US shares in Q3 2026, an estimated $39.2K.
  • T-Mobile US made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #525 holding.
  • Valeo Financial Advisors first reported a position in T-Mobile US in Q4 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's T-Mobile US position peaked at $2M in Q1 2025.
  • 58 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.