Root Financial Partners’s TSMC TSM Stock Holding History

Root Financial Partners’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	$1.25M	Buy	2,611 +815	+45%	+$331K	0.05%	103
2026 Q1	$607K	Sell	1,796 -193	-10%	-$66.4K	0.03%	148
2025 Q4	$604K	Buy	1,989 +346	+21%	+$102K	0.03%	138
2025 Q3	$459K	Buy	1,643 +49	+3%	+$12K	0.03%	157
2025 Q2	$361K	Buy	+1,594	New	+$295K	0.03%	161
2025 Q1	–	Sell	-1,087	Closed	-$215K	–	228
2024 Q4	$215K	Buy	+1,087	New	+$210K	0.03%	200

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Root Financial Partners's TSM Position: Q2 2026 in Review

Root Financial Partners increased its TSMC (TSM) stake by 45% in Q2 2026, buying an estimated $331K and bringing the position to 2,611 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #103.

Root Financial Partners first reported a position in TSM in Q4 2024 and has held it in 6 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Root Financial Partners held 2,611 shares of TSMC worth $1.25M as of Q2 2026.
Root Financial Partners bought 815 TSMC shares in Q2 2026, an estimated $331K.
TSMC made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #103 holding.
Root Financial Partners first reported a position in TSMC in Q4 2024 and has held it in 6 quarters since.
3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.