Summit Wealth Group (Colorado)
TSM icon

Summit Wealth Group (Colorado)’s TSMC TSM Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$3.02M Buy
6,619
+2,323
+54% +$984K 0.19% 74
2026
Q2 		$2.05M Buy
4,296
+1,138
+36% +$462K 0.17% 78
2026
Q1 		$1.07M Buy
3,158
+1,083
+52% +$373K 0.11% 102
2025
Q4 		$631K Buy
+2,075
New +$609K 0.08% 125
2025
Q3 		– Sell
-1,893
Closed -$430K – 615
2025
Q2 		$430K Buy
+1,893
New +$351K 0.11% 145

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TSM Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its TSMC (TSM) stake by 54% in Q3 2026, buying an estimated $984K and bringing the position to 6,619 shares worth $3.02M. The position accounts for 0.19% of the portfolio, ranked #74.

Summit Wealth Group (Colorado) first reported a position in TSM in Q2 2025 and has held it in 5 quarters since. 3,075 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Summit Wealth Group (Colorado) held 6,619 shares of TSMC worth $3.02M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 2,323 TSMC shares in Q3 2026, an estimated $984K.
  • TSMC made up 0.19% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #74 holding.
  • Summit Wealth Group (Colorado) first reported a position in TSMC in Q2 2025 and has held it in 5 quarters since.
  • 3,075 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.