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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return