Select Equity Group’s TSMC TSM Stock Holding History

Select Equity Group’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	$489M	Sell	1,024,189 -3,737	-0.4%	-$1.52M	2.42%	11
2026 Q1	$347M	Buy	1,027,926 +14,187	+1%	+$4.88M	1.78%	20
2025 Q4	$308M	Sell	1,013,739 -1,204,426	-54%	-$353M	1.33%	25
2025 Q3	$620M	Sell	2,218,165 -41,820	-2%	-$10.2M	2.55%	12
2025 Q2	$512M	Buy	2,259,985 +406,347	+22%	+$75.3M	2.15%	19
2025 Q1	$308M	Buy	1,853,638 +645,627	+53%	+$125M	1.33%	29
2024 Q4	$239M	Sell	1,208,011 -112,287	-9%	-$21.7M	0.95%	33
2024 Q3	$229M	Sell	1,320,298 -1,177,771	-47%	-$201M	0.82%	38
2024 Q2	$434M	Sell	2,498,069 -137,953	-5%	-$20.9M	1.71%	18
2024 Q1	$359M	Sell	2,636,022 -548	-0%	-$68.1K	1.27%	26
2023 Q4	$274M	Buy	2,636,570 +565,396	+27%	+$53.9M	0.98%	37
2023 Q3	$180M	Sell	2,071,174 -332,987	-14%	-$31.5M	0.74%	40
2023 Q2	$243M	Sell	2,404,161 -12,059	-0.5%	-$1.12M	0.9%	36
2023 Q1	$225M	Sell	2,416,220 -111,730	-4%	-$10M	0.8%	38
2022 Q4	$188M	Buy	2,527,950 +1,906,239	+307%	+$138M	0.71%	38
2022 Q3	$42.6M	Sell	621,711 -165,216	-21%	-$13.7M	0.15%	78
2022 Q2	$64.3M	Buy	786,927 +329,865	+72%	+$30.5M	0.21%	78
2022 Q1	$47.7M	Sell	457,062 -383,360	-46%	-$44.8M	0.15%	83
2021 Q4	$101M	Buy	840,422 +263,574	+46%	+$30.9M	0.28%	65
2021 Q3	$64.4M	Buy	576,848 +84,939	+17%	+$9.97M	0.22%	68
2021 Q2	$59.1M	Buy	491,909 +10,507	+2%	+$1.23M	0.2%	71
2021 Q1	$56.9M	Sell	481,402 -287,483	-37%	-$35.6M	0.21%	74
2020 Q4	$83.8M	Sell	768,885 -394,743	-34%	-$37.4M	0.34%	58
2020 Q3	$94.3M	Sell	1,163,628 -414,115	-26%	-$31.5M	0.46%	51
2020 Q2	$89.6M	Buy	1,577,743 +1,383,480	+712%	+$72.9M	0.51%	47
2020 Q1	$9.28M	Sell	194,263 -27,765	-13%	-$1.52M	0.06%	99
2019 Q4	$12.9M	Buy	222,028 +8,490	+4%	+$450K	0.08%	94
2019 Q3	$9.93M	Buy	213,538 +188,071	+738%	+$8.02M	0.07%	95
2019 Q2	$998K	Sell	25,467 -51,358	-67%	-$2.11M	0.01%	100
2019 Q1	$3.15M	Buy	+76,825	New	+$2.93M	0.02%	93

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

Select Equity Group's TSM Position: Q2 2026 in Review

Select Equity Group reduced its TSMC (TSM) stake by 0.36% in Q2 2026, selling an estimated $1.52M and leaving 1,024,189 shares worth $489M. The position accounts for 2.42% of the portfolio, ranked #11.

Select Equity Group first reported a position in TSM in Q1 2019 and has held it in 30 quarters since. The position peaked at $620M in Q3 2025. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Select Equity Group held 1,024,189 shares of TSMC worth $489M as of Q2 2026.
Select Equity Group sold 3,737 TSMC shares in Q2 2026, an estimated $1.52M.
TSMC made up 2.42% of Select Equity Group's portfolio in Q2 2026, its #11 holding.
Select Equity Group first reported a position in TSMC in Q1 2019 and has held it in 30 quarters since.
Select Equity Group's TSMC position peaked at $620M in Q3 2025.
3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.