Goldstream Capital Management’s TSMC TSM Stock Holding History

Goldstream Capital 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 Q2	$3.79M	Sell	7,928 -6,463	-45%	-$2.62M	2.87%	5
2026 Q1	$4.86M	Sell	14,391 -22,832	-61%	-$7.86M	4.04%	4
2025 Q4	$11.3M	Buy	37,223 +11,167	+43%	+$3.28M	4.06%	10
2025 Q3	$7.28M	Buy	26,056 +24,061	+1,206%	+$5.88M	1.65%	12
2025 Q2	$453K	Sell	1,995 -33	-2%	-$6.11K	0.15%	33
2025 Q1	$338K	Buy	+2,028	New	+$394K	0.15%	32
2024 Q4	–	Sell	-3,052	Closed	-$531K	–	51
2024 Q3	$531K	Sell	3,052 -58	-2%	-$9.88K	0.18%	33
2024 Q2	$541K	Buy	3,110 +1,670	+116%	+$253K	0.13%	20
2024 Q1	$196K	Buy	+1,440	New	+$179K	0.11%	24
2023 Q2	–	Sell	-9,883	Closed	-$919K	–	56
2023 Q1	$919K	Buy	+9,883	New	+$887K	0.97%	9
2022 Q2	–	Sell	-5,900	Closed	-$617K	–	16
2022 Q1	$617K	Buy	+5,900	New	+$690K	0.16%	8

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

Goldstream Capital Management's TSM Position: Q2 2026 in Review

Goldstream Capital Management reduced its TSMC (TSM) stake by 45% in Q2 2026, selling an estimated $2.62M and leaving 7,928 shares worth $3.79M. The position accounts for 2.87% of the portfolio, ranked #5.

Goldstream Capital Management first reported a position in TSM in Q1 2022 and has held it in 11 quarters since. The position peaked at $11.3M in Q4 2025. 3,576 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Goldstream Capital Management held 7,928 shares of TSMC worth $3.79M as of Q2 2026.
Goldstream Capital Management sold 6,463 TSMC shares in Q2 2026, an estimated $2.62M.
TSMC made up 2.87% of Goldstream Capital Management's portfolio in Q2 2026, its #5 holding.
Goldstream Capital Management first reported a position in TSMC in Q1 2022 and has held it in 11 quarters since.
Goldstream Capital Management's TSMC position peaked at $11.3M in Q4 2025.
3,576 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Goldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.