NW
TSM icon

Naviter Wealth’s TSMC TSM Stock Holding History

Naviter Wealth’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 		$30.9M Buy
91,070
+5,783
+7% +$1.99M 3.85% 3
2025
Q4 		$26M Sell
85,287
-13,123
-13% -$3.85M 3.39% 6
2025
Q3 		$27.6M Buy
98,410
+4,643
+5% +$1.14M 3.21% 6
2025
Q2 		$21.3M Sell
93,767
-4,328
-4% -$802K 2.62% 7
2025
Q1 		$16.3M Buy
98,095
+1,707
+2% +$332K 1.97% 9
2024
Q4 		$19.1M Buy
96,388
+19,223
+25% +$3.72M 2.3% 6
2024
Q3 		$13.4M Sell
77,165
-3,007
-4% -$512K 1.87% 10
2024
Q2 		$14M Sell
80,172
-4,474
-5% -$679K 2.09% 8
2024
Q1 		$11.6M Buy
84,646
+25,563
+43% +$3.17M 1.89% 8
2023
Q4 		$6.17M Buy
59,083
+12,819
+28% +$1.22M 1.24% 16
2023
Q3 		$4.04M Buy
46,264
+2,305
+5% +$218K 0.98% 18
2023
Q2 		$4.46M Buy
43,959
+5,603
+15% +$521K 1.13% 16
2023
Q1 		$3.58M Sell
38,356
-6,109
-14% -$548K 1.25% 12
2022
Q4 		$4.2M Buy
44,465
+3,424
+8% +$248K 1.15% 18
2022
Q3 		$2.83M Buy
41,041
+5,211
+15% +$431K 1.15% 15
2022
Q2 		$2.95M Buy
+35,830
New +$3.31M 1.21% 16

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

Naviter Wealth's TSM Position: Q1 2026 in Review

Naviter Wealth increased its TSMC (TSM) stake by 6.8% in Q1 2026, buying an estimated $1.99M and bringing the position to 91,070 shares worth $30.9M. The position accounts for 3.85% of the portfolio, ranked #3.

Naviter Wealth first reported a position in TSM in Q2 2022 and has held it in 16 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Naviter Wealth held 91,070 shares of TSMC worth $30.9M as of Q1 2026.
  • Naviter Wealth bought 5,783 TSMC shares in Q1 2026, an estimated $1.99M.
  • TSMC made up 3.85% of Naviter Wealth's portfolio in Q1 2026, its #3 holding.
  • Naviter Wealth first reported a position in TSMC in Q2 2022 and has held it in 16 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.