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Heritage Wealth Management (Ohio)’s TSMC TSM Stock Holding History

Heritage Wealth Management (Ohio)’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 		$2.7M Buy
+5,646
New +$2.29M 0.67% 39
2026
Q1 		– Sell
-5,638
Closed -$1.71M – 245
2025
Q4 		$1.71M Buy
5,638
+22
+0.4% +$6.46K 0.48% 59
2025
Q3 		$1.57M Sell
5,616
-52
-0.9% -$12.7K 0.46% 60
2025
Q2 		$1.28M Hold
5,668
– – 0.42% 63
2025
Q1 		$941K Buy
5,668
+393
+7% +$76.4K 0.32% 81
2024
Q4 		$1.04M Buy
5,275
+75
+1% +$14.5K 0.35% 74
2024
Q3 		$903K Hold
5,200
– – 0.3% 87
2024
Q2 		$957K Buy
+5,200
New +$789K 0.32% 82

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s TSM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in TSMC (TSM) in Q2 2026: 5,646 shares worth $2.7M. The stake represents 0.67% of the portfolio and ranks #39 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in TSM as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in TSM in Q2 2024 and has held it in 8 quarters since. 3,543 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 5,646 shares of TSMC worth $2.7M as of Q2 2026.
  • TSMC was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • TSMC made up 0.67% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #39 holding.
  • Heritage Wealth Management (Ohio) first reported a position in TSMC in Q2 2024 and has held it in 8 quarters since.
  • 3,543 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.