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Marshall & Sterling Wealth Advisors’s TSMC TSM Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$56K Hold
117
– – 0.03% 147
2026
Q1 		$39.6K Hold
117
– – 0.03% 158
2025
Q4 		$35.5K Sell
117
-10
-8% -$2.93K 0.02% 161
2025
Q3 		$35.1K Buy
127
+4
+3% +$978 0.02% 211
2025
Q2 		$27.5K Sell
123
-168
-58% -$31.1K 0.02% 231
2025
Q1 		$48.4K Sell
291
-22
-7% -$4.28K 0.03% 158
2024
Q4 		$61.8K Buy
+313
New +$60.6K 0.04% 115

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's TSM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its TSMC (TSM) position steady in Q2 2026 at 117 shares worth $56K. The position accounts for 0.03% of the portfolio, ranked #147.

Marshall & Sterling Wealth Advisors first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.8K in Q4 2024. 816 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 117 shares of TSMC worth $56K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its TSMC share count unchanged in Q2 2026.
  • TSMC made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's TSMC position peaked at $61.8K in Q4 2024.
  • 816 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.