Heartwood Wealth Advisors’s TSMC TSM Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-116	Closed	-$32.4K	–	561
2025 Q3	$32.4K	Buy	+116	New	+$28.4K	﹤0.01%	330

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's TSM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of TSMC (TSM) in Q4 2025, closing a stake of 116 shares — an estimated $32.4K sold.

Heartwood Wealth Advisors first reported a position in TSM in Q3 2025 and held it in 1 quarter. The position peaked at $32.4K in Q3 2025. 3,118 funds tracked by Wall St. Rank hold TSM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining TSMC position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 116 TSMC shares in Q4 2025, an estimated $32.4K.
Heartwood Wealth Advisors first reported a position in TSMC in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's TSMC position peaked at $32.4K in Q3 2025.
3,118 funds tracked by Wall St. Rank held TSMC as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.