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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
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 $2.3T 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

Summit Wealth Group (Colorado)'s TSM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its TSMC (TSM) stake by 36% in Q2 2026, buying an estimated $462K and bringing the position to 4,296 shares worth $2.05M. The position accounts for 0.17% of the portfolio, ranked #78.

Summit Wealth Group (Colorado) first reported a position in TSM in Q2 2025 and has held it in 4 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,296 shares of TSMC worth $2.05M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 1,138 TSMC shares in Q2 2026, an estimated $462K.
  • TSMC made up 0.17% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #78 holding.
  • Summit Wealth Group (Colorado) first reported a position in TSMC in Q2 2025 and has held it in 4 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.