MWM
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Modern Wealth Management’s TSMC TSM Stock Holding History

Modern 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 		$38.4M Sell
80,462
-18,580
-19% -$7.54M 0.46% 44
2026
Q1 		$33.8M Sell
99,042
-1,747
-2% -$601K 0.58% 44
2025
Q4 		$30.6M Sell
100,789
-29,038
-22% -$8.52M 0.56% 44
2025
Q3 		$36.3M Buy
129,827
+118,700
+1,067% +$29M 0.72% 36
2025
Q2 		$2.52M Buy
11,127
+205
+2% +$38K 0.06% 240
2025
Q1 		$1.81M Buy
10,922
+3,171
+41% +$616K 0.06% 221
2024
Q4 		$1.53M Sell
7,751
-388
-5% -$75.1K 0.06% 210
2024
Q3 		$1.41M Buy
8,139
+655
+9% +$112K 0.09% 141
2024
Q2 		$1.3M Buy
7,484
+401
+6% +$60.8K 0.1% 125
2024
Q1 		$964K Buy
+7,083
New +$880K 0.09% 118

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Modern Wealth Management reduced its TSMC (TSM) stake by 19% in Q2 2026, selling an estimated $7.54M and leaving 80,462 shares worth $38.4M. The position accounts for 0.46% of the portfolio, ranked #44.

Modern Wealth Management first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Modern Wealth Management held 80,462 shares of TSMC worth $38.4M as of Q2 2026.
  • Modern Wealth Management sold 18,580 TSMC shares in Q2 2026, an estimated $7.54M.
  • TSMC made up 0.46% of Modern Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Modern Wealth Management first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.