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Navis Wealth Advisors’s TSMC TSM Stock Holding History

Navis 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
Q1 		$230K Sell
682
-224
-25% -$77.1K 0.12% 161
2025
Q4 		$275K Buy
906
+68
+8% +$20K 0.12% 144
2025
Q3 		$234K Sell
838
-50
-6% -$12.2K 0.18% 109
2025
Q2 		$201K Buy
+888
New +$165K 0.17% 108

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

Navis Wealth Advisors's TSM Position: Q1 2026 in Review

Navis Wealth Advisors reduced its TSMC (TSM) stake by 25% in Q1 2026, selling an estimated $77.1K and leaving 682 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #161.

Navis Wealth Advisors first reported a position in TSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $275K in Q4 2025. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Navis Wealth Advisors held 682 shares of TSMC worth $230K as of Q1 2026.
  • Navis Wealth Advisors sold 224 TSMC shares in Q1 2026, an estimated $77.1K.
  • TSMC made up 0.12% of Navis Wealth Advisors's portfolio in Q1 2026, its #161 holding.
  • Navis Wealth Advisors first reported a position in TSMC in Q2 2025 and has held it in 4 quarters since.
  • Navis Wealth Advisors's TSMC position peaked at $275K in Q4 2025.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.