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Heritage Wealth Partners’s TSMC TSM Stock Holding History

Heritage Wealth Partners’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
Q1 		$388K Buy
2,335
+346
+17% +$67.2K 0.59% 34
2024
Q4 		$393K Buy
1,989
+42
+2% +$8.13K 0.49% 42
2024
Q3 		$338K Buy
1,947
+160
+9% +$27.3K 0.4% 47
2024
Q2 		$311K Buy
+1,787
New +$271K 0.45% 43

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heritage Wealth Partners's TSM Position: Q1 2025 in Review

Heritage Wealth Partners increased its TSMC (TSM) stake by 17% in Q1 2025, buying an estimated $67.2K and bringing the position to 2,335 shares worth $388K. The position accounts for 0.59% of the portfolio, ranked #34.

Heritage Wealth Partners first reported a position in TSM in Q2 2024 and has held it in 4 quarters since. The position peaked at $393K in Q4 2024. 2,443 funds tracked by Wall St. Rank hold TSM as of Q1 2025.

  • Heritage Wealth Partners held 2,335 shares of TSMC worth $388K as of Q1 2025.
  • Heritage Wealth Partners bought 346 TSMC shares in Q1 2025, an estimated $67.2K.
  • TSMC made up 0.59% of Heritage Wealth Partners's portfolio in Q1 2025, its #34 holding.
  • Heritage Wealth Partners first reported a position in TSMC in Q2 2024 and has held it in 4 quarters since.
  • Heritage Wealth Partners's TSMC position peaked at $393K in Q4 2024.
  • 2,443 funds tracked by Wall St. Rank held TSMC as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.