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
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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sendero Wealth Management's TSM Position: Q1 2026 in Review

Sendero Wealth Management reduced its TSMC (TSM) stake by 3.5% in Q1 2026, selling an estimated $81.9K and leaving 6,652 shares worth $2.25M. The position accounts for 0.25% of the portfolio, ranked #64.

Sendero Wealth Management first reported a position in TSM in Q4 2023 and has held it in 10 quarters since. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Sendero Wealth Management held 6,652 shares of TSMC worth $2.25M as of Q1 2026.
  • Sendero Wealth Management sold 238 TSMC shares in Q1 2026, an estimated $81.9K.
  • TSMC made up 0.25% of Sendero Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Sendero Wealth Management first reported a position in TSMC in Q4 2023 and has held it in 10 quarters since.
  • 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.