DWM
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Dakota Wealth Management’s TSMC TSM Stock Holding History

Dakota 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
Q1 		$2.78M Buy
8,220
+5,153
+168% +$1.77M 0.06% 234
2025
Q4 		$932K Buy
3,067
+183
+6% +$53.7K 0.02% 420
2025
Q3 		$805K Sell
2,884
-8,790
-75% -$2.15M 0.02% 392
2025
Q2 		$2.64M Sell
11,674
-6,312
-35% -$1.17M 0.06% 227
2025
Q1 		$2.99M Buy
17,986
+629
+4% +$122K 0.07% 208
2024
Q4 		$3.43M Buy
17,357
+8,654
+99% +$1.67M 0.08% 190
2024
Q3 		$1.51M Buy
8,703
+972
+13% +$166K 0.03% 306
2024
Q2 		$1.34M Buy
7,731
+4,912
+174% +$745K 0.03% 315
2024
Q1 		$384K Sell
2,819
-3,936
-58% -$489K 0.01% 539
2023
Q4 		$703K Buy
6,755
+1,084
+19% +$103K 0.03% 370
2023
Q3 		$493K Buy
5,671
+38
+0.7% +$3.59K 0.02% 403
2023
Q2 		$568K Buy
+5,633
New +$524K 0.03% 356
2022
Q3 		– Sell
-5,205
Closed -$425K – 614
2022
Q2 		$425K Buy
+5,205
New +$481K 0.04% 311
2022
Q1 		– Sell
-2,379
Closed -$287K – 482
2021
Q4 		$287K Buy
+2,379
New +$279K 0.03% 309

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dakota Wealth Management's TSM Position: Q1 2026 in Review

Dakota Wealth Management increased its TSMC (TSM) stake by 168% in Q1 2026, buying an estimated $1.77M and bringing the position to 8,220 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #234.

Dakota Wealth Management first reported a position in TSM in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.43M in Q4 2024. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Dakota Wealth Management held 8,220 shares of TSMC worth $2.78M as of Q1 2026.
  • Dakota Wealth Management bought 5,153 TSMC shares in Q1 2026, an estimated $1.77M.
  • TSMC made up 0.06% of Dakota Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Dakota Wealth Management first reported a position in TSMC in Q4 2021 and has held it in 14 quarters since.
  • Dakota Wealth Management's TSMC position peaked at $3.43M in Q4 2024.
  • 3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.