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Rockingstone Advisors’s Tower Semiconductor TSEM Stock Holding History

Rockingstone Advisors’s Portfolio TSEM Stock Details TSEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.39M Sell
32,201
-1,075
-3% -$258K 3.37% 2
2026
Q1 		$5.84M Sell
33,276
-11,824
-26% -$1.59M 2.68% 3
2025
Q4 		$5.3M Buy
+45,100
New +$4.34M 2.41% 8
2023
Q4 		– Sell
-20,798
Closed -$511K – 119
2023
Q3 		$511K Buy
+20,798
New +$667K 0.28% 75

Other funds holding TSEM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Rockingstone Advisors's TSEM Position: Q2 2026 in Review

Rockingstone Advisors reduced its Tower Semiconductor (TSEM) stake by 3.2% in Q2 2026, selling an estimated $258K and leaving 32,201 shares worth $8.39M. The position accounts for 3.37% of the portfolio, ranked #2.

Rockingstone Advisors first reported a position in TSEM in Q3 2023 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Rockingstone Advisors held 32,201 shares of Tower Semiconductor worth $8.39M as of Q2 2026.
  • Rockingstone Advisors sold 1,075 Tower Semiconductor shares in Q2 2026, an estimated $258K.
  • Tower Semiconductor made up 3.37% of Rockingstone Advisors's portfolio in Q2 2026, its #2 holding.
  • Rockingstone Advisors first reported a position in Tower Semiconductor in Q3 2023 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

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