OFA
TSM icon

Oak Family Advisors’s TSMC TSM Stock Holding History

Oak Family 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
Q2 		$21.4M Sell
44,725
-4,701
-10% -$1.91M 5.46% 2
2026
Q1 		$16.7M Sell
49,426
-8,724
-15% -$3M 4.7% 2
2025
Q4 		$17.7M Sell
58,150
-3,795
-6% -$1.11M 4.85% 2
2025
Q3 		$17.3M Sell
61,945
-9,378
-13% -$2.29M 4.33% 2
2025
Q2 		$16.2M Buy
71,323
+215
+0.3% +$39.8K 5.09% 3
2025
Q1 		$11.8M Buy
71,108
+887
+1% +$172K 3.98% 4
2024
Q4 		$13.9M Sell
70,221
-8,724
-11% -$1.69M 5.03% 2
2024
Q3 		$13.7M Sell
78,945
-6,847
-8% -$1.17M 4.21% 2
2024
Q2 		$14.9M Sell
85,792
-10,968
-11% -$1.66M 5.11% 2
2024
Q1 		$13.2M Buy
96,760
+9,775
+11% +$1.21M 5.06% 1
2023
Q4 		$9.05M Buy
86,985
+6,965
+9% +$664K 3.81% 1
2023
Q3 		$6.95M Buy
80,020
+6,016
+8% +$569K 3.29% 4
2023
Q2 		$7.47M Sell
74,004
-5,732
-7% -$533K 3.54% 4
2023
Q1 		$7.42M Buy
79,736
+5,884
+8% +$528K 3.65% 4
2022
Q4 		$5.5M Buy
73,852
+9,827
+15% +$711K 2.94% 6
2022
Q3 		$4.39M Buy
64,025
+28,799
+82% +$2.38M 2.35% 9
2022
Q2 		$2.88M Buy
35,226
+2,778
+9% +$257K 1.45% 22
2022
Q1 		$3.38M Sell
32,448
-17,427
-35% -$2.04M 1.32% 18
2021
Q4 		$6M Sell
49,875
-5,475
-10% -$641K 2.24% 7
2021
Q3 		$6.18M Sell
55,350
-811
-1% -$95.2K 2.26% 5
2021
Q2 		$6.75M Sell
56,161
-307
-0.5% -$36K 2.82% 4
2021
Q1 		$6.68M Sell
56,468
-6,461
-10% -$800K 2.9% 4
2020
Q4 		$6.86M Buy
+62,929
New +$5.97M 3.55% 4

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

Oak Family Advisors's TSM Position: Q2 2026 in Review

Oak Family Advisors reduced its TSMC (TSM) stake by 9.5% in Q2 2026, selling an estimated $1.91M and leaving 44,725 shares worth $21.4M. The position accounts for 5.46% of the portfolio, ranked #2.

Oak Family Advisors first reported a position in TSM in Q4 2020 and has held it in 23 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Oak Family Advisors held 44,725 shares of TSMC worth $21.4M as of Q2 2026.
  • Oak Family Advisors sold 4,701 TSMC shares in Q2 2026, an estimated $1.91M.
  • TSMC made up 5.46% of Oak Family Advisors's portfolio in Q2 2026, its #2 holding.
  • Oak Family Advisors first reported a position in TSMC in Q4 2020 and has held it in 23 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.