Creative Planning’s TSMC TSM Stock Holding History

Creative Planning’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
2024 Q2	–	Sell	-15,000	Closed	-$698K	–	3174
2024 Q1	$698K	Hold	15,000	–	–	﹤0.01%	1599
2023 Q4	$284K	Hold	15,000	–	–	﹤0.01%	2127
2023 Q3	$151K	Buy	+15,000	New	+$1.42M	﹤0.01%	2315
2023 Q1	–	Sell	-1,000	Closed	-$228	–	2779
2022 Q4	$228	Buy	+1,000	New	+$72.3K	﹤0.01%	2464
2021 Q2	–	Sell	-9,200	Closed	-$137K	–	2563
2021 Q1	$137K	Buy	9,200 +2,300	+33%	+$285K	﹤0.01%	2185
2020 Q4	$111K	Hold	6,900	–	–	﹤0.01%	2014
2020 Q3	$42K	Buy	+6,900	New	+$524K	﹤0.01%	1920

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's TSM Position: Q2 2026 in Review

Creative Planning increased its TSMC (TSM) stake by 11% in Q2 2026, buying an estimated $28.1M and bringing the position to 707,850 shares worth $338M. The position accounts for 0.2% of the portfolio, ranked #57.

Creative Planning first reported a position in TSM in Q2 2013 and has held it in 53 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Creative Planning held 707,850 shares of TSMC worth $338M as of Q2 2026.
Creative Planning bought 69,334 TSMC shares in Q2 2026, an estimated $28.1M.
TSMC made up 0.2% of Creative Planning's portfolio in Q2 2026, its #57 holding.
Creative Planning first reported a position in TSMC in Q2 2013 and has held it in 53 quarters since.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.