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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
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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Gratus Wealth Advisors's TSM Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its TSMC (TSM) stake by 5.3% in Q2 2026, selling an estimated $274K and leaving 12,028 shares worth $5.74M. The position accounts for 0.73% of the portfolio, ranked #22.

Gratus Wealth Advisors first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. 1,289 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Gratus Wealth Advisors held 12,028 shares of TSMC worth $5.74M as of Q2 2026.
  • Gratus Wealth Advisors sold 674 TSMC shares in Q2 2026, an estimated $274K.
  • TSMC made up 0.73% of Gratus Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Gratus Wealth Advisors first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
  • 1,289 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.