BW
TSM icon

Balance Wealth’s TSMC TSM Stock Holding History

Balance Wealth’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 		$464K Buy
972
+250
+35% +$101K 0.12% 96
2026
Q1 		$244K Buy
722
+3
+0.4% +$1.03K 0.08% 131
2025
Q4 		$218K Sell
719
-19
-3% -$5.58K 0.07% 133
2025
Q3 		$206K Buy
+738
New +$180K 0.05% 131

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Balance Wealth's TSM Position: Q2 2026 in Review

Balance Wealth increased its TSMC (TSM) stake by 35% in Q2 2026, buying an estimated $101K and bringing the position to 972 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #96.

Balance Wealth first reported a position in TSM in Q3 2025 and has held it in 4 quarters since. 1,079 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Balance Wealth held 972 shares of TSMC worth $464K as of Q2 2026.
  • Balance Wealth bought 250 TSMC shares in Q2 2026, an estimated $101K.
  • TSMC made up 0.12% of Balance Wealth's portfolio in Q2 2026, its #96 holding.
  • Balance Wealth first reported a position in TSMC in Q3 2025 and has held it in 4 quarters since.
  • 1,079 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.