GA
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GoalVest Advisory’s TSMC TSM Stock Holding History

GoalVest 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
Q3 		$265K Sell
580
-67
-10% -$28.4K 0.05% 106
2026
Q2 		$309K Buy
647
+567
+709% +$230K 0.06% 104
2026
Q1 		$27K Buy
80
+53
+196% +$18.2K 0.01% 294
2025
Q4 		$8.21K Buy
+27
New +$7.92K ﹤0.01% 436

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

GoalVest Advisory's TSM Position: Q3 2026 in Review

GoalVest Advisory reduced its TSMC (TSM) stake by 10% in Q3 2026, selling an estimated $28.4K and leaving 580 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #106.

GoalVest Advisory first reported a position in TSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $309K in Q2 2026. 179 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • GoalVest Advisory held 580 shares of TSMC worth $265K as of Q3 2026.
  • GoalVest Advisory sold 67 TSMC shares in Q3 2026, an estimated $28.4K.
  • TSMC made up 0.05% of GoalVest Advisory's portfolio in Q3 2026, its #106 holding.
  • GoalVest Advisory first reported a position in TSMC in Q4 2025 and has held it in 4 quarters since.
  • GoalVest Advisory's TSMC position peaked at $309K in Q2 2026.
  • 179 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.