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Channing Global Advisors’s TSMC TSM Stock Holding History

Channing Global 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 		$25.8M Buy
54,030
+7,239
+15% +$2.94M 13.36% 3
2026
Q1 		$15.8M Sell
46,791
-1,127
-2% -$388K 9.24% 3
2025
Q4 		$14.6M Buy
47,918
+1,535
+3% +$450K 9.31% 2
2025
Q3 		$13M Sell
46,383
-140
-0.3% -$34.2K 8.97% 3
2025
Q2 		$10.5M Sell
46,523
-1,980
-4% -$367K 6.8% 3
2025
Q1 		$8.05M Buy
48,503
+3,942
+9% +$766K 5.48% 7
2024
Q4 		$8.8M Buy
44,561
+11,008
+33% +$2.13M 5.86% 5
2024
Q3 		$5.83M Sell
33,553
-21,727
-39% -$3.7M 4.92% 5
2024
Q2 		$9.61M Sell
55,280
-13,204
-19% -$2M 8.04% 3
2024
Q1 		$9.32M Buy
68,484
+44
+0.1% +$5.46K 7.91% 3
2023
Q4 		$7.12M Buy
68,440
+2,058
+3% +$196K 5.55% 4
2023
Q3 		$5.77M Buy
66,382
+4,497
+7% +$425K 5.62% 4
2023
Q2 		$6.25M Sell
61,885
-5,755
-9% -$536K 6.32% 4
2023
Q1 		$6.29M Buy
+67,640
New +$6.07M 6.92% 3

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Channing Global Advisors's TSM Position: Q2 2026 in Review

Channing Global Advisors increased its TSMC (TSM) stake by 15% in Q2 2026, buying an estimated $2.94M and bringing the position to 54,030 shares worth $25.8M. The position accounts for 13.36% of the portfolio, ranked #3.

Channing Global Advisors first reported a position in TSM in Q1 2023 and has held it in 14 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Channing Global Advisors held 54,030 shares of TSMC worth $25.8M as of Q2 2026.
  • Channing Global Advisors bought 7,239 TSMC shares in Q2 2026, an estimated $2.94M.
  • TSMC made up 13.36% of Channing Global Advisors's portfolio in Q2 2026, its #3 holding.
  • Channing Global Advisors first reported a position in TSMC in Q1 2023 and has held it in 14 quarters since.
  • 3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Channing Global Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.