Modera Wealth Management’s TSMC TSM Stock Holding History

Modera Wealth Management’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	$116M	Sell	242,019 -9,788	-4%	-$3.97M	1.23%	19
2026 Q1	$85.1M	Sell	251,807 -5,151	-2%	-$1.77M	1.02%	25
2025 Q4	$78.1M	Sell	256,958 -7,295	-3%	-$2.14M	0.9%	28
2025 Q3	$73.8M	Sell	264,253 -8,150	-3%	-$1.99M	0.86%	32
2025 Q2	$61.7M	Buy	272,403 +1,691	+0.6%	+$313K	0.76%	34
2025 Q1	$44.9M	Sell	270,712 -2,061	-0.8%	-$401K	0.61%	44
2024 Q4	$53.9M	Sell	272,773 -3,339	-1%	-$646K	0.65%	37
2024 Q3	$48M	Buy	276,112 +6	+0%	+$1.02K	0.61%	38
2024 Q2	$48M	Sell	276,106 -828	-0.3%	-$126K	0.71%	38
2024 Q1	$37.7M	Sell	276,934 -1,829	-0.7%	-$227K	0.57%	46
2023 Q4	$29M	Buy	278,763 +1,198	+0.4%	+$114K	0.48%	55
2023 Q3	$24.1M	Buy	277,565 +2,479	+0.9%	+$234K	0.45%	56
2023 Q2	$27.8M	Buy	+275,086	New	+$25.6M	0.5%	55

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

Modera Wealth Management's TSM Position: Q2 2026 in Review

Modera Wealth Management reduced its TSMC (TSM) stake by 3.9% in Q2 2026, selling an estimated $3.97M and leaving 242,019 shares worth $116M. The position accounts for 1.23% of the portfolio, ranked #19.

Modera Wealth Management first reported a position in TSM in Q2 2023 and has held it in 13 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Modera Wealth Management held 242,019 shares of TSMC worth $116M as of Q2 2026.
Modera Wealth Management sold 9,788 TSMC shares in Q2 2026, an estimated $3.97M.
TSMC made up 1.23% of Modera Wealth Management's portfolio in Q2 2026, its #19 holding.
Modera Wealth Management first reported a position in TSMC in Q2 2023 and has held it in 13 quarters since.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.