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Moneta Group Investment Advisors’s TSMC TSM Stock Holding History

Moneta Group Investment 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
Q1 		$2.98M Buy
8,810
+506
+6% +$174K 0.02% 222
2025
Q4 		$2.52M Buy
8,304
+886
+12% +$260K 0.02% 243
2025
Q3 		$2.07M Sell
7,418
-2,367
-24% -$579K 0.02% 261
2025
Q2 		$1.7M Buy
9,785
+3,031
+45% +$562K 0.02% 243
2025
Q1 		$1.12M Buy
6,754
+1,694
+33% +$329K 0.02% 275
2024
Q4 		$999K Sell
5,060
-143
-3% -$27.7K 0.01% 284
2024
Q3 		$904K Buy
5,203
+823
+19% +$140K 0.01% 289
2024
Q2 		$761K Buy
4,380
+480
+12% +$72.8K 0.01% 310
2024
Q1 		$531K Buy
3,900
+1,122
+40% +$139K 0.01% 367
2023
Q4 		$289K Buy
2,778
+86
+3% +$8.2K 0.01% 450
2023
Q3 		$234K Buy
2,692
+45
+2% +$4.25K 0.01% 454
2023
Q2 		$267K Sell
2,647
-1,517
-36% -$141K 0.01% 445
2023
Q1 		$387K Buy
4,164
+701
+20% +$62.9K 0.01% 362
2022
Q4 		$321K Sell
3,463
-1,555
-31% -$112K 0.01% 355
2022
Q3 		$344K Sell
5,018
-230
-4% -$19K 0.01% 326
2022
Q2 		$429K Buy
5,248
+1,114
+27% +$103K 0.01% 320
2022
Q1 		$431K Buy
4,134
+36
+0.9% +$4.21K 0.02% 311
2021
Q4 		$493K Buy
4,098
+202
+5% +$23.7K 0.02% 296
2021
Q3 		$435K Buy
3,896
+359
+10% +$42.1K 0.02% 301
2021
Q2 		$425K Buy
3,537
+409
+13% +$47.9K 0.02% 303
2021
Q1 		$370K Buy
3,128
+102
+3% +$12.6K 0.02% 296
2020
Q4 		$330K Buy
+3,026
New +$287K 0.02% 243
2015
Q4 		– Sell
-1,713
Closed -$36K – 392
2015
Q3 		$36K Buy
+1,713
New +$36K 0.01% 263

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

Moneta Group Investment Advisors's TSM Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its TSMC (TSM) stake by 6.1% in Q1 2026, buying an estimated $174K and bringing the position to 8,810 shares worth $2.98M. The position accounts for 0.02% of the portfolio, ranked #222.

Moneta Group Investment Advisors first reported a position in TSM in Q3 2015 and has held it in 23 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Moneta Group Investment Advisors held 8,810 shares of TSMC worth $2.98M as of Q1 2026.
  • Moneta Group Investment Advisors bought 506 TSMC shares in Q1 2026, an estimated $174K.
  • TSMC made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #222 holding.
  • Moneta Group Investment Advisors first reported a position in TSMC in Q3 2015 and has held it in 23 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.