Bernardo Wealth Planning’s TSMC TSM Stock Holding History

Bernardo Wealth Planning’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 Q3	$1.68M	Buy	3,674 +1,837	+100%	+$778K	0.14%	67
2026 Q2	$877K	Hold	1,837	–	–	0.15%	61
2026 Q1	$621K	Sell	1,837 -38	-2%	-$13.1K	0.12%	71
2025 Q4	$570K	Hold	1,875	–	–	0.11%	73
2025 Q3	$524K	Hold	1,875	–	–	0.1%	72
2025 Q2	$425K	Sell	1,875 -3	-0.2%	-$556	0.09%	76
2025 Q1	$312K	Sell	1,878 -100	-5%	-$19.4K	0.07%	88
2024 Q4	$412K	Hold	1,978	–	–	0.1%	74
2024 Q3	$407K	Buy	1,978 +102	+5%	+$17.4K	0.1%	73
2024 Q2	$326K	Buy	1,876 +50	+3%	+$7.58K	0.09%	73
2024 Q1	$248K	Buy	+1,826	New	+$227K	0.07%	88
2022 Q2	–	Sell	-1,926	Closed	-$200K	–	94
2022 Q1	$200K	Sell	1,926 -50	-3%	-$5.85K	0.1%	86
2021 Q4	$237K	Hold	1,976	–	–	0.12%	74
2021 Q3	$220K	Hold	1,976	–	–	0.13%	70
2021 Q2	$237K	Hold	1,976	–	–	0.14%	70
2021 Q1	$233K	Sell	1,976 -444	-18%	-$55K	0.15%	66
2020 Q4	$263K	Buy	+2,420	New	+$230K	0.1%	147

Other funds holding TSM

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Bernardo Wealth Planning's TSM Position: Q3 2026 in Review

Bernardo Wealth Planning increased its TSMC (TSM) stake by 100% in Q3 2026, buying an estimated $778K and bringing the position to 3,674 shares worth $1.68M. The position accounts for 0.14% of the portfolio, ranked #67.

Bernardo Wealth Planning first reported a position in TSM in Q4 2020 and has held it in 17 quarters since. 1,412 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

Bernardo Wealth Planning held 3,674 shares of TSMC worth $1.68M as of Q3 2026.
Bernardo Wealth Planning bought 1,837 TSMC shares in Q3 2026, an estimated $778K.
TSMC made up 0.14% of Bernardo Wealth Planning's portfolio in Q3 2026, its #67 holding.
Bernardo Wealth Planning first reported a position in TSMC in Q4 2020 and has held it in 17 quarters since.
1,412 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.