Gratus Wealth Advisors
TSM icon

Gratus Wealth Advisors’s TSMC TSM Stock Holding History

Gratus Wealth Advisors’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 		$5.18M Sell
11,365
-663
-6% -$281K 0.66% 22
2026
Q2 		$5.74M Sell
12,028
-674
-5% -$274K 0.73% 22
2026
Q1 		$4.29M Sell
12,702
-673
-5% -$232K 0.62% 23
2025
Q4 		$4.06M Buy
13,375
+432
+3% +$127K 0.56% 23
2025
Q3 		$3.61M Sell
12,943
-46
-0.4% -$11.2K 0.51% 24
2025
Q2 		$2.94M Sell
12,989
-2,465
-16% -$457K 0.45% 26
2025
Q1 		$2.57M Sell
15,454
-22
-0.1% -$4.28K 0.42% 25
2024
Q4 		$3.06M Sell
15,476
-34
-0.2% -$6.58K 0.49% 25
2024
Q3 		$2.86M Buy
15,510
+1,358
+10% +$231K 0.47% 27
2024
Q2 		$2.35M Buy
14,152
+328
+2% +$49.8K 0.4% 31
2024
Q1 		$1.83M Sell
13,824
-397
-3% -$49.3K 0.34% 36
2023
Q4 		$1.48M Buy
+14,221
New +$1.36M 0.29% 43

Other funds holding TSM

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Gratus Wealth Advisors's TSM Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its TSMC (TSM) stake by 5.5% in Q3 2026, selling an estimated $281K and leaving 11,365 shares worth $5.18M. The position accounts for 0.66% of the portfolio, ranked #22.

Gratus Wealth Advisors first reported a position in TSM in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.74M in Q2 2026. 1,505 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Gratus Wealth Advisors held 11,365 shares of TSMC worth $5.18M as of Q3 2026.
  • Gratus Wealth Advisors sold 663 TSMC shares in Q3 2026, an estimated $281K.
  • TSMC made up 0.66% of Gratus Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Gratus Wealth Advisors first reported a position in TSMC in Q4 2023 and has held it in 12 quarters since.
  • Gratus Wealth Advisors's TSMC position peaked at $5.74M in Q2 2026.
  • 1,505 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.