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Octavia Wealth Advisors’s TSMC TSM Stock Holding History

Octavia 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
Q2 		$2.81M Sell
5,867
-363
-6% -$147K 0.24% 40
2026
Q1 		$2.11M Sell
6,230
-181
-3% -$62.3K 0.2% 50
2025
Q4 		$1.95M Sell
6,411
-248
-4% -$72.8K 0.19% 53
2025
Q3 		$1.87M Sell
6,659
-23
-0.3% -$5.62K 0.19% 53
2025
Q2 		$1.52M Buy
6,682
+123
+2% +$22.8K 0.17% 54
2025
Q1 		$1.09M Buy
6,559
+1,130
+21% +$220K 0.13% 68
2024
Q4 		$1.08M Buy
5,429
+7
+0.1% +$1.35K 0.13% 70
2024
Q3 		$945K Sell
5,422
-48
-0.9% -$8.18K 0.12% 73
2024
Q2 		$954K Sell
5,470
-133
-2% -$20.2K 0.13% 75
2024
Q1 		$765K Sell
5,603
-90
-2% -$11.2K 0.11% 88
2023
Q4 		$595K Buy
5,693
+429
+8% +$40.9K 0.1% 105
2023
Q3 		$460K Buy
5,264
+62
+1% +$5.86K 0.09% 107
2023
Q2 		$527K Sell
5,202
-443
-8% -$41.2K 0.11% 94
2023
Q1 		$528K Buy
5,645
+501
+10% +$45K 0.12% 86
2022
Q4 		$385K Hold
5,144
– – 0.1% 111
2022
Q3 		$355K Buy
5,144
+591
+13% +$48.8K 0.1% 115
2022
Q2 		$375K Buy
4,553
+199
+5% +$18.4K 0.1% 113
2022
Q1 		$456K Buy
4,354
+5
+0.1% +$585 0.1% 105
2021
Q4 		$525K Buy
4,349
+14
+0.3% +$1.64K 0.11% 101
2021
Q3 		$487K Sell
4,335
-436
-9% -$51.2K 0.12% 98
2021
Q2 		$575K Buy
4,771
+473
+11% +$55.4K 0.15% 84
2021
Q1 		$510K Buy
4,298
+314
+8% +$38.9K 0.15% 90
2020
Q4 		$436K Buy
+3,984
New +$378K 0.14% 102

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

Octavia Wealth Advisors's TSM Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its TSMC (TSM) stake by 5.8% in Q2 2026, selling an estimated $147K and leaving 5,867 shares worth $2.81M. The position accounts for 0.24% of the portfolio, ranked #40.

Octavia Wealth Advisors first reported a position in TSM in Q4 2020 and has held it in 23 quarters since. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Octavia Wealth Advisors held 5,867 shares of TSMC worth $2.81M as of Q2 2026.
  • Octavia Wealth Advisors sold 363 TSMC shares in Q2 2026, an estimated $147K.
  • TSMC made up 0.24% of Octavia Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Octavia Wealth Advisors first reported a position in TSMC in Q4 2020 and has held it in 23 quarters since.
  • 3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.