Kozak & Associates’s TSMC TSM Stock Holding History

Kozak & Associates’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 Q3	$62K	Hold	141	–	–	0.01%	127
2026 Q2	$62.6K	Hold	141	–	–	0.01%	134
2026 Q1	$52.1K	Hold	141	–	–	0.01%	145
2025 Q4	$45.6K	Sell	141 -65	-32%	-$19.1K	0.01%	151
2025 Q3	$58.1K	Buy	206 +105	+104%	+$25.7K	0.01%	140
2025 Q2	$23.4K	Hold	101	–	–	﹤0.01%	186
2025 Q1	$15.7K	Hold	101	–	–	﹤0.01%	184
2024 Q4	$21.1K	Hold	101	–	–	﹤0.01%	177
2024 Q3	$18.9K	Hold	101	–	–	﹤0.01%	189
2024 Q2	$18.4K	Hold	101	–	–	﹤0.01%	180
2024 Q1	$15.4K	Buy	101 +53	+110%	+$6.58K	﹤0.01%	197
2023 Q4	$4.88K	Hold	48	–	–	﹤0.01%	280
2023 Q3	$4.29K	Buy	+48	New	+$4.54K	﹤0.01%	297
2021 Q4	–	Sell	-52	Closed	-$6K	–	392
2021 Q3	$6K	Buy	+52	New	+$6.1K	﹤0.01%	279

Other funds holding TSM

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kozak & Associates's TSM Position: Q3 2026 in Review

Kozak & Associates held its TSMC (TSM) position steady in Q3 2026 at 141 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #127.

Kozak & Associates first reported a position in TSM in Q3 2021 and has held it in 14 quarters since. The position peaked at $62.6K in Q2 2026. 2,114 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

Kozak & Associates held 141 shares of TSMC worth $62K as of Q3 2026.
Kozak & Associates left its TSMC share count unchanged in Q3 2026.
TSMC made up 0.01% of Kozak & Associates's portfolio in Q3 2026, its #127 holding.
Kozak & Associates first reported a position in TSMC in Q3 2021 and has held it in 14 quarters since.
Kozak & Associates's TSMC position peaked at $62.6K in Q2 2026.
2,114 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.