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Paragon Advisors’s TSMC TSM Stock Holding History

Paragon 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 		$14.3M Sell
29,844
-1,987
-6% -$806K 2.99% 5
2026
Q1 		$10.8M Buy
31,831
+112
+0.4% +$38.5K 2.9% 7
2025
Q4 		$9.64M Sell
31,719
-2,329
-7% -$683K 2.62% 9
2025
Q3 		$9.51M Sell
34,048
-37,462
-52% -$9.16M 2.46% 8
2025
Q2 		$16.2M Buy
71,510
+18,332
+34% +$3.4M 4.23% 4
2025
Q1 		$8.83M Buy
53,178
+9,401
+21% +$1.83M 3.34% 8
2024
Q4 		$8.65M Buy
43,777
+2,996
+7% +$580K 2.97% 9
2024
Q3 		$7.08M Sell
40,781
-55
-0.1% -$9.37K 2.3% 8
2024
Q2 		$7.1M Sell
40,836
-5,155
-11% -$782K 2.59% 9
2024
Q1 		$6.26M Buy
45,991
+3,106
+7% +$386K 2.52% 9
2023
Q4 		$4.46M Sell
42,885
-10,742
-20% -$1.02M 1.88% 12
2023
Q3 		$4.66M Sell
53,627
-5,125
-9% -$485K 1.93% 7
2023
Q2 		$5.93M Sell
58,752
-15,845
-21% -$1.47M 1.92% 9
2023
Q1 		$6.94M Sell
74,597
-21,289
-22% -$1.91M 2.34% 8
2022
Q4 		$7.14M Buy
+95,886
New +$6.94M 3.15% 6
2022
Q2 		– Sell
-44,180
Closed -$4.61M – 81
2022
Q1 		$4.61M Buy
+44,180
New +$5.17M 1.93% 9
2021
Q4 		– Sell
-21,228
Closed -$2.37M – 77
2021
Q3 		$2.37M Sell
21,228
-5,599
-21% -$657K 1.15% 22
2021
Q2 		$3.22M Buy
26,827
+5,768
+27% +$676K 1.51% 17
2021
Q1 		$2.49M Buy
+21,059
New +$2.61M 1.36% 12

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Paragon Advisors's TSM Position: Q2 2026 in Review

Paragon Advisors reduced its TSMC (TSM) stake by 6.2% in Q2 2026, selling an estimated $806K and leaving 29,844 shares worth $14.3M. The position accounts for 2.99% of the portfolio, ranked #5.

Paragon Advisors first reported a position in TSM in Q1 2021 and has held it in 19 quarters since. The position peaked at $16.2M in Q2 2025. 1,584 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Paragon Advisors held 29,844 shares of TSMC worth $14.3M as of Q2 2026.
  • Paragon Advisors sold 1,987 TSMC shares in Q2 2026, an estimated $806K.
  • TSMC made up 2.99% of Paragon Advisors's portfolio in Q2 2026, its #5 holding.
  • Paragon Advisors first reported a position in TSMC in Q1 2021 and has held it in 19 quarters since.
  • Paragon Advisors's TSMC position peaked at $16.2M in Q2 2025.
  • 1,584 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Paragon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.