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Blue Zone Wealth Advisors’s TSMC TSM Stock Holding History

Blue Zone 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 		$1.17M Buy
2,450
+25
+1% +$10.1K 0.2% 61
2026
Q1 		$820K Hold
2,425
– – 0.17% 68
2025
Q4 		$737K Hold
2,425
– – 0.14% 78
2025
Q3 		$677K Buy
2,425
+5
+0.2% +$1.22K 0.14% 78
2025
Q2 		$548K Buy
2,420
+417
+21% +$77.3K 0.14% 71
2025
Q1 		$333K Buy
2,003
+72
+4% +$14K 0.09% 83
2024
Q4 		$381K Hold
1,931
– – 0.11% 77
2024
Q3 		$335K Hold
1,931
– – 0.1% 77
2024
Q2 		$336K Sell
1,931
-65
-3% -$9.86K 0.12% 71
2024
Q1 		$272K Hold
1,996
– – 0.09% 78
2023
Q4 		$208K Buy
+1,996
New +$190K 0.08% 76
2023
Q3 		– Sell
-1,996
Closed -$201K – 83
2023
Q2 		$201K Sell
1,996
-724
-27% -$67.4K 0.09% 72
2023
Q1 		$253K Hold
2,720
– – 0.14% 68
2022
Q4 		$203K Buy
+2,720
New +$197K 0.11% 78
2022
Q3 		– Sell
-2,720
Closed -$222K – 89
2022
Q2 		$222K Hold
2,720
– – 0.1% 79
2022
Q1 		$284K Hold
2,720
– – 0.11% 82
2021
Q4 		$327K Buy
2,720
+65
+2% +$7.61K 0.11% 87
2021
Q3 		$296K Buy
2,655
+200
+8% +$23.5K 0.1% 88
2021
Q2 		$295K Hold
2,455
– – 0.11% 77
2021
Q1 		$290K Hold
2,455
– – 0.12% 74
2020
Q4 		$268K Buy
+2,455
New +$233K 0.13% 68

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Blue Zone Wealth Advisors's TSM Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its TSMC (TSM) stake by 1% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,450 shares worth $1.17M. The position accounts for 0.2% of the portfolio, ranked #61.

Blue Zone Wealth Advisors first reported a position in TSM in Q4 2020 and has held it in 21 quarters since. 571 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Blue Zone Wealth Advisors held 2,450 shares of TSMC worth $1.17M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 25 TSMC shares in Q2 2026, an estimated $10.1K.
  • TSMC made up 0.2% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Blue Zone Wealth Advisors first reported a position in TSMC in Q4 2020 and has held it in 21 quarters since.
  • 571 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.