SWA
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SOA Wealth Advisors’s TSMC TSM Stock Holding History

SOA 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 		$1.04M Buy
90,370
+59,163
+190% +$24M 0.17% 83
2026
Q1 		$724K Buy
31,207
+239
+0.8% +$82.2K 0.14% 92
2025
Q4 		$581K Buy
30,968
+29,079
+1,539% +$8.53M 0.1% 113
2025
Q3 		$528K Sell
1,889
-271
-13% -$66.3K 0.09% 122
2025
Q2 		$489K Buy
2,160
+68
+3% +$12.6K 0.09% 120
2025
Q1 		$347K Buy
2,092
+260
+14% +$50.5K 0.07% 133
2024
Q4 		$362K Buy
1,832
+358
+24% +$69.3K 0.07% 136
2024
Q3 		$256K Hold
1,474
– – 0.05% 161
2024
Q2 		$256K Sell
1,474
-350
-19% -$53.1K 0.05% 158
2024
Q1 		$248K Buy
1,824
+17
+0.9% +$2.11K 0.05% 162
2023
Q4 		$188K Hold
1,807
– – 0.04% 183
2023
Q3 		$157K Buy
1,807
+107
+6% +$10.1K 0.04% 191
2023
Q2 		$172K Hold
1,700
– – 0.04% 178
2023
Q1 		$158K Hold
1,700
– – 0.04% 182
2022
Q4 		$127K Hold
1,700
– – 0.03% 200
2022
Q3 		$116K Hold
1,700
– – 0.03% 190
2022
Q2 		$138K Sell
1,700
-150
-8% -$13.9K 0.04% 175
2022
Q1 		$192K Buy
1,850
+150
+9% +$17.5K 0.05% 165
2021
Q4 		$204K Sell
1,700
-150
-8% -$17.6K 0.05% 154
2021
Q3 		$206K Hold
1,850
– – 0.05% 152
2021
Q2 		$222K Buy
1,850
+150
+9% +$17.6K 0.06% 147
2021
Q1 		$201K Hold
1,700
– – 0.06% 141
2020
Q4 		$227K Buy
+1,700
New +$161K 0.06% 131

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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

SOA Wealth Advisors increased its TSMC (TSM) stake by 190% in Q2 2026, buying an estimated $24M and bringing the position to 90,370 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #83.

SOA Wealth Advisors first reported a position in TSM in Q4 2020 and has held it in 23 quarters since. 747 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • SOA Wealth Advisors held 90,370 shares of TSMC worth $1.04M as of Q2 2026.
  • SOA Wealth Advisors bought 59,163 TSMC shares in Q2 2026, an estimated $24M.
  • TSMC made up 0.17% of SOA Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • SOA Wealth Advisors first reported a position in TSMC in Q4 2020 and has held it in 23 quarters since.
  • 747 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.