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Everhart Financial Group’s TSMC TSM Stock Holding History

Everhart Financial Group’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 		$543K Buy
1,191
+33
+3% +$14K 0.03% 271
2026
Q2 		$553K Sell
1,158
-338
-23% -$137K 0.04% 264
2026
Q1 		$506K Sell
1,496
-685
-31% -$236K 0.04% 274
2025
Q4 		$663K Buy
2,181
+1,208
+124% +$354K 0.06% 222
2025
Q3 		$272K Buy
+973
New +$238K 0.03% 329

Other funds holding TSM

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GA
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
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
NC
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

Everhart Financial Group's TSM Position: Q3 2026 in Review

Everhart Financial Group increased its TSMC (TSM) stake by 2.8% in Q3 2026, buying an estimated $14K and bringing the position to 1,191 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #271.

Everhart Financial Group first reported a position in TSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $663K in Q4 2025. 179 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Everhart Financial Group held 1,191 shares of TSMC worth $543K as of Q3 2026.
  • Everhart Financial Group bought 33 TSMC shares in Q3 2026, an estimated $14K.
  • TSMC made up 0.03% of Everhart Financial Group's portfolio in Q3 2026, its #271 holding.
  • Everhart Financial Group first reported a position in TSMC in Q3 2025 and has held it in 5 quarters since.
  • Everhart Financial Group's TSMC position peaked at $663K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.