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Holistic Planning’s TSMC TSM Stock Holding History

Holistic Planning’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 		$1.07M Buy
2,243
+168
+8% +$68.2K 0.17% 125
2026
Q1 		$701K Buy
2,075
+297
+17% +$102K 0.14% 139
2025
Q4 		$540K Buy
1,778
+185
+12% +$54.3K 0.12% 152
2025
Q3 		$445K Hold
1,593
– – 0.12% 140
2025
Q2 		$361K Buy
1,593
+125
+9% +$23.2K 0.1% 155
2025
Q1 		$244K Hold
1,468
– – 0.08% 161
2024
Q4 		$290K Sell
1,468
-102
-6% -$19.7K 0.11% 135
2024
Q3 		$273K Hold
1,570
– – 0.12% 125
2024
Q2 		$214K Hold
1,570
– – 0.16% 107
2024
Q1 		$214K Buy
+1,570
New +$195K 0.16% 108

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

Holistic Planning's TSM Position: Q2 2026 in Review

Holistic Planning increased its TSMC (TSM) stake by 8.1% in Q2 2026, buying an estimated $68.2K and bringing the position to 2,243 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #125.

Holistic Planning first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Holistic Planning held 2,243 shares of TSMC worth $1.07M as of Q2 2026.
  • Holistic Planning bought 168 TSMC shares in Q2 2026, an estimated $68.2K.
  • TSMC made up 0.17% of Holistic Planning's portfolio in Q2 2026, its #125 holding.
  • Holistic Planning first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.