SWM
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Sendero Wealth Management’s TSMC TSM Stock Holding History

Sendero Wealth Management’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 		$5.21M Buy
10,911
+4,259
+64% +$1.73M 0.52% 37
2026
Q1 		$2.25M Sell
6,652
-238
-3% -$81.9K 0.25% 64
2025
Q4 		$2.09M Buy
6,890
+194
+3% +$56.9K 0.23% 68
2025
Q3 		$1.87M Sell
6,696
-135
-2% -$33K 0.22% 69
2025
Q2 		$1.55M Hold
6,831
– – 0.19% 76
2025
Q1 		$1.13M Sell
6,831
-70
-1% -$13.6K 0.16% 82
2024
Q4 		$1.36M Buy
6,901
+630
+10% +$122K 0.2% 74
2024
Q3 		$1.09M Sell
6,271
-972
-13% -$166K 0.17% 75
2024
Q2 		$1.26M Hold
7,243
– – 0.21% 65
2024
Q1 		$985K Sell
7,243
-1,876
-21% -$233K 0.17% 79
2023
Q4 		$948K Buy
+9,119
New +$870K 0.18% 81

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sendero Wealth Management's TSM Position: Q2 2026 in Review

Sendero Wealth Management increased its TSMC (TSM) stake by 64% in Q2 2026, buying an estimated $1.73M and bringing the position to 10,911 shares worth $5.21M. The position accounts for 0.52% of the portfolio, ranked #37.

Sendero Wealth Management first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. 3,581 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Sendero Wealth Management held 10,911 shares of TSMC worth $5.21M as of Q2 2026.
  • Sendero Wealth Management bought 4,259 TSMC shares in Q2 2026, an estimated $1.73M.
  • TSMC made up 0.52% of Sendero Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Sendero Wealth Management first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
  • 3,581 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.