Gladstone Institutional Advisory’s TSMC TSM Stock Holding History

Gladstone Institutional Advisory’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	$2.59M	Sell	7,674 -2,684	-26%	-$924K	0.1%	221
2025 Q4	$3.15M	Sell	10,358 -1,632	-14%	-$479K	0.12%	186
2025 Q3	$3.35M	Sell	11,990 -85	-0.7%	-$20.8K	0.13%	168
2025 Q2	$2.73M	Buy	12,075 +2,878	+31%	+$533K	0.11%	195
2025 Q1	$1.53M	Buy	9,197 +2,621	+40%	+$509K	0.07%	264
2024 Q4	$1.3M	Buy	6,576 +2	+0%	+$387	0.06%	295
2024 Q3	$1.14M	Sell	6,574 -264	-4%	-$45K	0.06%	306
2024 Q2	$1.19M	Buy	6,838 +999	+17%	+$152K	0.06%	286
2024 Q1	$794K	Sell	5,839 -340	-6%	-$42.2K	0.04%	326
2023 Q4	$643K	Buy	6,179 +302	+5%	+$28.8K	0.04%	364
2023 Q3	$511K	Buy	5,877 +3,468	+144%	+$328K	0.03%	385
2023 Q2	$243K	Buy	+2,409	New	+$224K	0.01%	561
2023 Q1	–	Sell	-3,248	Closed	-$242K	–	714
2022 Q4	$242K	Buy	+3,248	New	+$235K	0.02%	556
2021 Q2	–	Sell	-1,985	Closed	-$235K	–	548
2021 Q1	$235K	Buy	+1,985	New	+$246K	0.04%	362

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 $1.47T 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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