SWM
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StoneCrest Wealth Management’s TSMC TSM Stock Holding History

StoneCrest 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 		$865K Buy
1,812
+559
+45% +$227K 0.28% 52
2026
Q1 		$423K Buy
1,253
+90
+8% +$31K 0.18% 60
2025
Q4 		$353K Hold
1,163
– – 0.14% 66
2025
Q3 		$325K Buy
+1,163
New +$284K 0.14% 63
2025
Q1 		– Sell
-3,239
Closed -$640K – 73
2024
Q4 		$640K Buy
3,239
+2
+0.1% +$387 0.42% 39
2024
Q3 		$562K Buy
3,237
+119
+4% +$20.3K 0.41% 44
2024
Q2 		$542K Buy
+3,118
New +$473K 0.41% 40

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
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

StoneCrest Wealth Management increased its TSMC (TSM) stake by 45% in Q2 2026, buying an estimated $227K and bringing the position to 1,812 shares worth $865K. The position accounts for 0.28% of the portfolio, ranked #52.

StoneCrest Wealth Management first reported a position in TSM in Q2 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • StoneCrest Wealth Management held 1,812 shares of TSMC worth $865K as of Q2 2026.
  • StoneCrest Wealth Management bought 559 TSMC shares in Q2 2026, an estimated $227K.
  • TSMC made up 0.28% of StoneCrest Wealth Management's portfolio in Q2 2026, its #52 holding.
  • StoneCrest Wealth Management first reported a position in TSMC in Q2 2024 and has held it in 7 quarters since.
  • 571 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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