Castle Rock Wealth Management’s TSMC TSM Stock Holding History

Castle Rock Wealth Management’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	$972K	Sell	2,015 -75	-4%	-$31.8K	0.18%	122
2026 Q2	$928K	Buy	2,090 +65	+3%	+$26.4K	0.18%	129
2026 Q1	$686K	Sell	2,025 -130	-6%	-$44.7K	0.15%	143
2025 Q4	$715K	Sell	2,155 -131	-6%	-$38.4K	0.15%	134
2025 Q3	$657K	Buy	2,286 +225	+11%	+$55K	0.15%	140
2025 Q2	$494K	Sell	2,061 -2,534	-55%	-$469K	0.12%	156
2025 Q1	$775K	Sell	4,595 -1,156	-20%	-$225K	0.21%	119
2024 Q4	$1.17M	Sell	5,751 -1,077	-16%	-$208K	0.28%	97
2024 Q3	$1.26M	Buy	+6,828	New	+$1.16M	0.3%	96

Other funds holding TSM

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Castle Rock Wealth Management's TSM Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its TSMC (TSM) stake by 3.6% in Q3 2026, selling an estimated $31.8K and leaving 2,015 shares worth $972K. The position accounts for 0.18% of the portfolio, ranked #122.

Castle Rock Wealth Management first reported a position in TSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q3 2024. 179 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

Castle Rock Wealth Management held 2,015 shares of TSMC worth $972K as of Q3 2026.
Castle Rock Wealth Management sold 75 TSMC shares in Q3 2026, an estimated $31.8K.
TSMC made up 0.18% of Castle Rock Wealth Management's portfolio in Q3 2026, its #122 holding.
Castle Rock Wealth Management first reported a position in TSMC in Q3 2024 and has held it in 9 quarters since.
Castle Rock Wealth Management's TSMC position peaked at $1.26M in Q3 2024.
179 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.