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Sax Wealth Advisors’s TSMC TSM Stock Holding History

Sax 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 		$1.01M Buy
2,986
+584
+24% +$237K 0.04% 228
2026
Q1 		$730K Sell
2,402
-1,124
-32% -$387K 0.04% 232
2025
Q4 		$1.07M Buy
3,526
+1,179
+50% +$346K 0.05% 193
2025
Q3 		$656K Buy
2,347
+23
+1% +$5.62K 0.04% 236
2025
Q2 		$526K Sell
2,324
-76
-3% -$14.1K 0.03% 249
2025
Q1 		$398K Buy
2,400
+154
+7% +$29.9K 0.03% 248
2024
Q4 		$444K Buy
2,246
+22
+1% +$4.26K 0.03% 206
2024
Q3 		$386K Sell
2,224
-64
-3% -$10.9K 0.03% 194
2024
Q2 		$398K Buy
2,288
+440
+24% +$66.7K 0.04% 170
2024
Q1 		$251K Buy
+1,848
New +$230K 0.03% 160
2022
Q3 		– Sell
-3,448
Closed -$282K – 170
2022
Q2 		$282K Hold
3,448
– – 0.07% 140
2022
Q1 		$359K Hold
3,448
– – 0.09% 127
2021
Q4 		$415K Hold
3,448
– – 0.09% 125
2021
Q3 		$385K Hold
3,448
– – 0.09% 114
2021
Q2 		$414K Hold
3,448
– – 0.14% 102
2021
Q1 		$408K Buy
3,448
+600
+21% +$74.3K 0.15% 96
2020
Q4 		$311K Buy
+2,848
New +$270K 0.14% 96

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Sax Wealth Advisors increased its TSMC (TSM) stake by 24% in Q2 2026, buying an estimated $237K and bringing the position to 2,986 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #228.

Sax Wealth Advisors first reported a position in TSM in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.07M in Q4 2025. 840 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Sax Wealth Advisors held 2,986 shares of TSMC worth $1.01M as of Q2 2026.
  • Sax Wealth Advisors bought 584 TSMC shares in Q2 2026, an estimated $237K.
  • TSMC made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #228 holding.
  • Sax Wealth Advisors first reported a position in TSMC in Q4 2020 and has held it in 17 quarters since.
  • Sax Wealth Advisors's TSMC position peaked at $1.07M in Q4 2025.
  • 840 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.