SWTS
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Stonehaven Wealth & Tax Solutions’s TSMC TSM Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$422K Buy
884
+45
+5% +$18.3K 0.34% 54
2026
Q1 		$284K Buy
+839
New +$289K 0.25% 62

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

Stonehaven Wealth & Tax Solutions's TSM Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its TSMC (TSM) stake by 5.4% in Q2 2026, buying an estimated $18.3K and bringing the position to 884 shares worth $422K. The position accounts for 0.34% of the portfolio, ranked #54.

Stonehaven Wealth & Tax Solutions first reported a position in TSM in Q1 2026 and has held it in 2 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 884 shares of TSMC worth $422K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions bought 45 TSMC shares in Q2 2026, an estimated $18.3K.
  • TSMC made up 0.34% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #54 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in TSMC in Q1 2026 and has held it in 2 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.