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Confluence Wealth Services’s TSMC TSM Stock Holding History

Confluence Wealth Services’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 		$2.51M Buy
5,246
+2,356
+82% +$956K 0.07% 120
2026
Q1 		$977K Buy
2,890
+231
+9% +$79.5K 0.04% 192
2025
Q4 		$808K Buy
2,659
+150
+6% +$44K 0.03% 211
2025
Q3 		$701K Sell
2,509
-265
-10% -$64.8K 0.03% 213
2025
Q2 		$628K Buy
2,774
+264
+11% +$48.9K 0.03% 221
2025
Q1 		$396K Buy
2,510
+111
+5% +$21.6K 0.03% 261
2024
Q4 		$539K Sell
2,399
-409
-15% -$79.2K 0.04% 212
2024
Q3 		$488K Sell
2,808
-221
-7% -$37.7K 0.04% 226
2024
Q2 		$526K Buy
3,029
+79
+3% +$12K 0.04% 221
2024
Q1 		$401K Buy
2,950
+286
+11% +$35.5K 0.04% 237
2023
Q4 		$277K Sell
2,664
-20
-0.7% -$1.91K 0.03% 244
2023
Q3 		$233K Buy
2,684
+155
+6% +$14.7K 0.05% 238
2023
Q2 		$255K Buy
2,529
+1
+0% +$93 0.05% 233
2023
Q1 		$235K Buy
+2,528
New +$227K 0.05% 233
2022
Q3 		– Sell
-2,650
Closed -$237K – 268
2022
Q2 		$237K Buy
2,650
+9
+0.3% +$832 0.1% 236
2022
Q1 		$275K Buy
+2,641
New +$309K 0.1% 201

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

Confluence Wealth Services's TSM Position: Q2 2026 in Review

Confluence Wealth Services increased its TSMC (TSM) stake by 82% in Q2 2026, buying an estimated $956K and bringing the position to 5,246 shares worth $2.51M. The position accounts for 0.07% of the portfolio, ranked #120.

Confluence Wealth Services first reported a position in TSM in Q1 2022 and has held it in 16 quarters since. 3,552 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Confluence Wealth Services held 5,246 shares of TSMC worth $2.51M as of Q2 2026.
  • Confluence Wealth Services bought 2,356 TSMC shares in Q2 2026, an estimated $956K.
  • TSMC made up 0.07% of Confluence Wealth Services's portfolio in Q2 2026, its #120 holding.
  • Confluence Wealth Services first reported a position in TSMC in Q1 2022 and has held it in 16 quarters since.
  • 3,552 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.