Nvest Financial, LLC TMUS — T-MOBILE US INC

Ownership history in Nvest Financial, LLC  ·  9 quarters on record

AI Ownership Summary

Nvest Financial, LLC reported T-MOBILE US INC (TMUS) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.48% in 2025 Q1. The latest visible filing shows TMUS at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TMUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nvest Financial, LLC's position in T-MOBILE US INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TMUS was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TMUS stock page Nvest Financial, LLC fund profile Nvest Financial, LLC full holdings
How Nvest Financial, LLC held TMUS — position size vs. price
% of Fund (quarterly)    TMUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,429 -396 -4.0% 0.74% $2.0M 2026-04-28 $185.71
2025 Q4 ADDED — — — 9,825 +1,646 +20.1% 0.83% $2.0M 2026-02-10 $197.40
2025 Q3 REDUCED 26.6% -14.7% ✅ 8,179 -2,969 -26.6% 1.12% $2.0M 2025-11-13 $211.34
2025 Q2 ADDED — — — 11,148 +787 +7.6% 1.38% $2.7M 2025-07-28 $233.78
2025 Q1 ADDED — — — 10,361 +5,398 +108.8% 1.48% $2.8M 2025-04-23 $253.62
2024 Q4 ADDED — — — 4,963 +579 +13.2% 0.56% $1.1M 2025-01-23 $210.56
2024 Q3 ADDED — — — 4,384 +1,335 +43.8% 0.52% $905K 2024-10-09 $205.97
2024 Q2 ADDED — — — 3,049 +1,791 +142.4% 0.33% $537K 2024-07-19 $176.22
2024 Q1 INITIATED — — — 1,258 — — 0.14% $205K 2024-04-18 $155.11

🏢 Other funds also holding TMUS

As of 2026 Q1 — sorted by position size

SOFTBANK GROUP CORP. 3Y 18.41% Act Two Investors LLC 3Y 7Y 7.03% ELEMENT CAPITAL MANAGEMENT LLC 3Y 7Y 5.4% 140 Summer Partners LP 3Y 4.96% Ardmore Road Asset Management LP 3Y 4.15% Jessup Wealth Management, Inc 3Y 3.92% Castlefield Investment Partners LLP 3.84% Overbrook Management Corp 3Y 7Y 3.07% Baker Chad R 3Y 7Y 2.89% Leibman Financial Services, Inc. 2.88%

FAQ About Nvest Financial, LLC and TMUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nvest Financial, LLC reported owning TMUS?

Nvest Financial, LLC reported TMUS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TMUS position in Nvest Financial, LLC's portfolio?

The largest reported portfolio weight for TMUS was 1.48% in 2025 Q1.

What is the latest reported TMUS position on this page?

The most recent filing on this page is 2026 Q1, when Nvest Financial, LLC reported 9,429 shares, equal to 0.74% of portfolio, with an estimated market value of $2.0M.

What does the chart on this TMUS ownership page compare?

The chart compares Nvest Financial, LLC's quarterly TMUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Nvest Financial, LLC time their TMUS position?

Based on 13F filing dates vs. subsequent TMUS price moves, Nvest Financial, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on TMUS relative to SPY over the holding period was -9.3%.

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