AWA
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Arete Wealth Advisors’s TSMC TSM Stock Holding History

Arete Wealth Advisors’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Buy
24,238
+10,874
+81% +$4.41M 0.77% 28
2026
Q1 		$4.52M Sell
13,364
-5,086
-28% -$1.75M 0.34% 75
2025
Q4 		$5.61M Buy
18,450
+2,239
+14% +$657K 0.39% 66
2025
Q3 		$4.53M Buy
16,211
+4,480
+38% +$1.1M 0.28% 81
2025
Q2 		$2.66M Sell
11,731
-7,306
-38% -$1.35M 0.19% 109
2025
Q1 		$3.16M Buy
19,037
+13,830
+266% +$2.69M 0.24% 90
2024
Q4 		$1.03M Buy
5,207
+432
+9% +$83.6K 0.07% 248
2024
Q3 		$827K Sell
4,775
-537
-10% -$91.5K 0.07% 257
2024
Q2 		$950K Buy
+5,312
New +$806K 0.08% 248
2024
Q1 		– Sell
-4,545
Closed -$473K – 703
2023
Q4 		$473K Buy
4,545
+715
+19% +$68.2K 0.04% 413
2023
Q3 		$333K Buy
+3,830
New +$362K 0.06% 321
2023
Q2 		– Sell
-2,548
Closed -$237K – 755
2023
Q1 		$237K Buy
+2,548
New +$229K 0.02% 536
2022
Q1 		– Sell
-5,426
Closed -$681K – 551
2021
Q4 		$681K Buy
5,426
+268
+5% +$31.4K 0.06% 237
2021
Q3 		$576K Sell
5,158
-226
-4% -$26.5K 0.06% 236
2021
Q2 		$382K Buy
5,384
+2,221
+70% +$260K 0.05% 233
2021
Q1 		$374K Buy
3,163
+892
+39% +$110K 0.05% 285
2020
Q4 		$253K Buy
+2,271
New +$215K 0.04% 338

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arete Wealth Advisors's TSM Position: Q2 2026 in Review

Arete Wealth Advisors increased its TSMC (TSM) stake by 81% in Q2 2026, buying an estimated $4.41M and bringing the position to 24,238 shares worth $11.6M. The position accounts for 0.77% of the portfolio, ranked #28.

Arete Wealth Advisors first reported a position in TSM in Q4 2020 and has held it in 17 quarters since. 3,576 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Arete Wealth Advisors held 24,238 shares of TSMC worth $11.6M as of Q2 2026.
  • Arete Wealth Advisors bought 10,874 TSMC shares in Q2 2026, an estimated $4.41M.
  • TSMC made up 0.77% of Arete Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Arete Wealth Advisors first reported a position in TSMC in Q4 2020 and has held it in 17 quarters since.
  • 3,576 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.