LOPW
TSM icon

Live Oak Private Wealth’s TSMC TSM Stock Holding History

Live Oak Private Wealth’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 		$7.12M Sell
14,900
-954
-6% -$387K 0.89% 44
2026
Q1 		$5.36M Sell
15,854
-97
-0.6% -$33.4K 0.75% 49
2025
Q4 		$4.85M Sell
15,951
-7,816
-33% -$2.29M 0.66% 48
2025
Q3 		$6.64M Sell
23,767
-248
-1% -$60.6K 0.92% 41
2025
Q2 		$5.44M Buy
24,015
+725
+3% +$134K 0.81% 48
2025
Q1 		$3.87M Buy
23,290
+130
+0.6% +$25.3K 0.63% 53
2024
Q4 		$4.57M Sell
23,160
-1,823
-7% -$353K 0.77% 50
2024
Q3 		$4.34M Buy
24,983
+43
+0.2% +$7.33K 0.7% 51
2024
Q2 		$4.33M Buy
24,940
+156
+0.6% +$23.7K 0.75% 53
2024
Q1 		$3.37M Buy
24,784
+36
+0.1% +$4.47K 0.58% 57
2023
Q4 		$2.57M Sell
24,748
-269
-1% -$25.7K 0.48% 57
2023
Q3 		$2.17M Buy
25,017
+82
+0.3% +$7.75K 0.46% 53
2023
Q2 		$2.52M Sell
24,935
-3,116
-11% -$290K 0.5% 55
2023
Q1 		$2.61M Sell
28,051
-686
-2% -$61.6K 0.54% 55
2022
Q4 		$2.14M Buy
28,737
+17,512
+156% +$1.27M 0.44% 62
2022
Q3 		$770K Buy
11,225
+1,003
+10% +$82.9K 0.17% 91
2022
Q2 		$836K Buy
10,222
+2,514
+33% +$232K 0.18% 95
2022
Q1 		$804K Buy
7,708
+3,404
+79% +$398K 0.16% 96
2021
Q4 		$518K Buy
4,304
+324
+8% +$38K 0.1% 121
2021
Q3 		$444K Buy
3,980
+816
+26% +$95.8K 0.09% 128
2021
Q2 		$380K Buy
3,164
+1,421
+82% +$166K 0.08% 126
2021
Q1 		$206K Buy
+1,743
New +$216K 0.05% 148

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Live Oak Private Wealth's TSM Position: Q2 2026 in Review

Live Oak Private Wealth reduced its TSMC (TSM) stake by 6% in Q2 2026, selling an estimated $387K and leaving 14,900 shares worth $7.12M. The position accounts for 0.89% of the portfolio, ranked #44.

Live Oak Private Wealth first reported a position in TSM in Q1 2021 and has held it in 22 quarters since. 1,605 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Live Oak Private Wealth held 14,900 shares of TSMC worth $7.12M as of Q2 2026.
  • Live Oak Private Wealth sold 954 TSMC shares in Q2 2026, an estimated $387K.
  • TSMC made up 0.89% of Live Oak Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Live Oak Private Wealth first reported a position in TSMC in Q1 2021 and has held it in 22 quarters since.
  • 1,605 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.