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Kestra Private Wealth Services’s TSMC TSM Stock Holding History

Kestra Private Wealth Services’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 		$35.7M Buy
74,722
+1,740
+2% +$706K 0.39% 50
2026
Q1 		$24.7M Buy
72,982
+8,927
+14% +$3.07M 0.3% 64
2025
Q4 		$19.5M Buy
64,055
+2,929
+5% +$859K 0.24% 89
2025
Q3 		$17.1M Buy
61,126
+1,548
+3% +$379K 0.22% 95
2025
Q2 		$13.5M Buy
59,578
+7,484
+14% +$1.39M 0.19% 116
2025
Q1 		$8.65M Buy
52,094
+2,043
+4% +$397K 0.14% 168
2024
Q4 		$9.88M Buy
50,051
+7,495
+18% +$1.45M 0.17% 137
2024
Q3 		$7.39M Buy
42,556
+3,709
+10% +$632K 0.14% 168
2024
Q2 		$6.75M Buy
38,847
+14,796
+62% +$2.24M 0.14% 168
2024
Q1 		$3.27M Buy
24,051
+5,268
+28% +$654K 0.07% 269
2023
Q4 		$1.95M Buy
18,783
+5,570
+42% +$531K 0.05% 350
2023
Q3 		$1.15M Buy
13,213
+1,183
+10% +$112K 0.04% 422
2023
Q2 		$1.21M Buy
12,030
+286
+2% +$26.6K 0.04% 398
2023
Q1 		$1.09M Buy
11,744
+3,597
+44% +$323K 0.04% 387
2022
Q4 		$607K Sell
8,147
-4,511
-36% -$326K 0.03% 474
2022
Q3 		$868K Sell
12,658
-2,142
-14% -$177K 0.05% 357
2022
Q2 		$1.21M Sell
14,800
-434
-3% -$40.1K 0.07% 305
2022
Q1 		$1.59M Buy
15,234
+345
+2% +$40.3K 0.08% 262
2021
Q4 		$1.79M Sell
14,889
-57
-0.4% -$6.68K 0.09% 249
2021
Q3 		$1.67M Buy
14,946
+1,117
+8% +$131K 0.09% 240
2021
Q2 		$1.66M Sell
13,829
-185
-1% -$21.7K 0.1% 227
2021
Q1 		$1.66M Sell
14,014
-252
-2% -$31.2K 0.12% 200
2020
Q4 		$1.55M Buy
14,266
+566
+4% +$53.7K 0.11% 195
2020
Q3 		$1.11M Buy
+13,700
New +$1.04M 0.1% 216

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

Kestra Private Wealth Services's TSM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its TSMC (TSM) stake by 2.4% in Q2 2026, buying an estimated $706K and bringing the position to 74,722 shares worth $35.7M. The position accounts for 0.39% of the portfolio, ranked #50.

Kestra Private Wealth Services first reported a position in TSM in Q3 2020 and has held it in 24 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Kestra Private Wealth Services held 74,722 shares of TSMC worth $35.7M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,740 TSMC shares in Q2 2026, an estimated $706K.
  • TSMC made up 0.39% of Kestra Private Wealth Services's portfolio in Q2 2026, its #50 holding.
  • Kestra Private Wealth Services first reported a position in TSMC in Q3 2020 and has held it in 24 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.