HFP
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Holistic Financial Partners’s TSMC TSM Stock Holding History

Holistic Financial 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
2026
Q2 		$1.27M Sell
2,649
-111
-4% -$45K 0.77% 29
2026
Q1 		$933K Buy
2,760
+91
+3% +$31.3K 0.35% 43
2025
Q4 		$811K Sell
2,669
-385
-13% -$113K 0.29% 45
2025
Q3 		$853K Buy
3,054
+1
+0% +$245 0.35% 39
2025
Q2 		$691K Sell
3,053
-1
-0% -$185 0.3% 43
2025
Q1 		$507K Sell
3,054
-245
-7% -$47.6K 0.24% 53
2024
Q4 		$652K Sell
3,299
-26
-0.8% -$5.03K 0.32% 41
2024
Q3 		$577K Buy
3,325
+104
+3% +$17.7K 0.28% 45
2024
Q2 		$560K Sell
3,221
-624
-16% -$94.7K 0.28% 42
2024
Q1 		$523K Sell
3,845
-228
-6% -$28.3K 0.27% 46
2023
Q4 		$424K Hold
4,073
– – 0.25% 51
2023
Q3 		$354K Buy
4,073
+379
+10% +$35.8K 0.24% 57
2023
Q2 		$373K Sell
3,694
-175
-5% -$16.3K 0.26% 53
2023
Q1 		$360K Buy
3,869
+239
+7% +$21.5K 0.28% 56
2022
Q4 		$270K Sell
3,630
-169
-4% -$12.2K 0.24% 70
2022
Q3 		$260K Buy
3,799
+1,065
+39% +$88K 0.26% 66
2022
Q2 		$224K Sell
2,734
-516
-16% -$47.7K 0.21% 79
2022
Q1 		$339K Hold
3,250
– – 0.22% 69
2021
Q4 		$391K Buy
3,250
+173
+6% +$20.3K 0.23% 63
2021
Q3 		$344K Sell
3,077
-365
-11% -$42.9K 0.21% 72
2021
Q2 		$414K Buy
3,442
+1,066
+45% +$125K 0.25% 59
2021
Q1 		$281K Buy
+2,376
New +$294K 0.19% 83
2018
Q2 		– Sell
-1,274
Closed -$56K – 336
2018
Q1 		$56K Buy
1,274
+72
+6% +$3.14K 0.05% 182
2017
Q4 		$48K Buy
+1,202
New +$48.7K 0.04% 207

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Holistic Financial Partners's TSM Position: Q2 2026 in Review

Holistic Financial Partners reduced its TSMC (TSM) stake by 4% in Q2 2026, selling an estimated $45K and leaving 2,649 shares worth $1.27M. The position accounts for 0.77% of the portfolio, ranked #29.

Holistic Financial Partners first reported a position in TSM in Q4 2017 and has held it in 24 quarters since. 1,405 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Holistic Financial Partners held 2,649 shares of TSMC worth $1.27M as of Q2 2026.
  • Holistic Financial Partners sold 111 TSMC shares in Q2 2026, an estimated $45K.
  • TSMC made up 0.77% of Holistic Financial Partners's portfolio in Q2 2026, its #29 holding.
  • Holistic Financial Partners first reported a position in TSMC in Q4 2017 and has held it in 24 quarters since.
  • 1,405 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.