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 Q3	$954K	Sell	2,092 -358	-15%	-$152K	0.15%	63
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%	-$9.9K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Blue Zone Wealth Advisors's TSM Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its TSMC (TSM) stake by 15% in Q3 2026, selling an estimated $152K and leaving 2,092 shares worth $954K. The position accounts for 0.15% of the portfolio, ranked #63.

Blue Zone Wealth Advisors first reported a position in TSM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.17M in Q2 2026. 2,967 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

Blue Zone Wealth Advisors held 2,092 shares of TSMC worth $954K as of Q3 2026.
Blue Zone Wealth Advisors sold 358 TSMC shares in Q3 2026, an estimated $152K.
TSMC made up 0.15% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #63 holding.
Blue Zone Wealth Advisors first reported a position in TSMC in Q4 2020 and has held it in 22 quarters since.
Blue Zone Wealth Advisors's TSMC position peaked at $1.17M in Q2 2026.
2,967 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.