WealthPlan Investment Management’s T-Mobile US TMUS Stock Holding History

WealthPlan Investment 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 Q2	$2.74M	Sell	16,313 -2,315	-12%	-$438K	0.14%	136
2026 Q1	$3.91M	Buy	18,628 +5,939	+47%	+$1.22M	0.22%	101
2025 Q4	$2.58M	Buy	12,689 +10,819	+579%	+$2.29M	0.16%	118
2025 Q3	$448K	Buy	1,870 +12	+0.6%	+$2.9K	0.03%	237
2025 Q2	$443K	Buy	+1,858	New	+$454K	0.03%	248
2023 Q3	–	Sell	-81	Closed	-$11.3K	–	337
2023 Q2	$11.3K	Hold	81	–	–	﹤0.01%	272
2023 Q1	$11.7K	Buy	+81	New	+$11.7K	﹤0.01%	319

Other funds holding TMUS

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

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WealthPlan Investment Management's TMUS Position: Q2 2026 in Review

WealthPlan Investment Management reduced its T-Mobile US (TMUS) stake by 12% in Q2 2026, selling an estimated $438K and leaving 16,313 shares worth $2.74M. The position accounts for 0.14% of the portfolio, ranked #136.

WealthPlan Investment Management first reported a position in TMUS in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.91M in Q1 2026. 539 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

WealthPlan Investment Management held 16,313 shares of T-Mobile US worth $2.74M as of Q2 2026.
WealthPlan Investment Management sold 2,315 T-Mobile US shares in Q2 2026, an estimated $438K.
T-Mobile US made up 0.14% of WealthPlan Investment Management's portfolio in Q2 2026, its #136 holding.
WealthPlan Investment Management first reported a position in T-Mobile US in Q1 2023 and has held it in 7 quarters since.
WealthPlan Investment Management's T-Mobile US position peaked at $3.91M in Q1 2026.
539 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.