Kovitz Investment Group Partners
TSM icon

Kovitz Investment Group Partners’s TSMC TSM Stock Holding History

Kovitz Investment Group 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
Q1 		$21.7M Buy
64,149
+52,761
+463% +$18.2M 0.5% 51
2025
Q4 		$3.46M Sell
11,388
-32,671
-74% -$9.59M 0.08% 170
2025
Q3 		$12.3M Sell
44,059
-883
-2% -$216K 0.05% 294
2025
Q2 		$10.2M Buy
44,942
+21,809
+94% +$4.04M 0.04% 303
2025
Q1 		$3.84M Sell
23,133
-3,175
-12% -$617K 0.02% 449
2024
Q4 		$5.2M Buy
26,308
+3,064
+13% +$593K 0.03% 390
2024
Q3 		$3.7M Buy
23,244
+5,500
+31% +$937K 0.03% 388
2024
Q2 		$3.08M Buy
17,744
+10,704
+152% +$1.62M 0.03% 361
2024
Q1 		$958K Buy
+7,040
New +$874K 0.01% 415

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Kovitz Investment Group Partners's TSM Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its TSMC (TSM) stake by 463% in Q1 2026, buying an estimated $18.2M and bringing the position to 64,149 shares worth $21.7M. The position accounts for 0.5% of the portfolio, ranked #51.

Kovitz Investment Group Partners first reported a position in TSM in Q1 2024 and has held it in 9 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Kovitz Investment Group Partners held 64,149 shares of TSMC worth $21.7M as of Q1 2026.
  • Kovitz Investment Group Partners bought 52,761 TSMC shares in Q1 2026, an estimated $18.2M.
  • TSMC made up 0.5% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #51 holding.
  • Kovitz Investment Group Partners first reported a position in TSMC in Q1 2024 and has held it in 9 quarters since.
  • 3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.