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 Q2	$28.4M	Sell	59,520 -4,629	-7%	-$1.88M	0.63%	37
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's TSM Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its TSMC (TSM) stake by 7.2% in Q2 2026, selling an estimated $1.88M and leaving 59,520 shares worth $28.4M. The position accounts for 0.63% of the portfolio, ranked #37.

Kovitz Investment Group Partners first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Kovitz Investment Group Partners held 59,520 shares of TSMC worth $28.4M as of Q2 2026.
Kovitz Investment Group Partners sold 4,629 TSMC shares in Q2 2026, an estimated $1.88M.
TSMC made up 0.63% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #37 holding.
Kovitz Investment Group Partners first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.