Sustainable Growth Advisers’s TSMC TSM Stock Holding History

Sustainable Growth Advisers’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	$43.2M	Sell	90,462 -39,793	-31%	-$16.1M	0.42%	34
2026 Q1	$44M	Sell	130,255 -3,271	-2%	-$1.13M	0.41%	34
2025 Q4	$40.6M	Sell	133,526 -148,028	-53%	-$43.4M	0.28%	36
2025 Q3	$78.6M	Sell	281,554 -257,804	-48%	-$63M	0.46%	34
2025 Q2	$122M	Sell	539,358 -15,417	-3%	-$2.86M	0.63%	33
2025 Q1	$92.1M	Buy	554,775 +298,931	+117%	+$58.1M	0.51%	35
2024 Q4	$50.5M	Buy	255,844 +13,786	+6%	+$2.67M	0.25%	36
2024 Q3	$42M	Buy	242,058 +144,721	+149%	+$24.7M	0.18%	36
2024 Q2	$16.9M	Buy	97,337 +73,855	+315%	+$11.2M	0.07%	41
2024 Q1	$3.19M	Buy	+23,482	New	+$2.92M	0.01%	52

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sustainable Growth Advisers's TSM Position: Q2 2026 in Review

Sustainable Growth Advisers reduced its TSMC (TSM) stake by 31% in Q2 2026, selling an estimated $16.1M and leaving 90,462 shares worth $43.2M. The position accounts for 0.42% of the portfolio, ranked #34.

Sustainable Growth Advisers first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $122M in Q2 2025. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Sustainable Growth Advisers held 90,462 shares of TSMC worth $43.2M as of Q2 2026.
Sustainable Growth Advisers sold 39,793 TSMC shares in Q2 2026, an estimated $16.1M.
TSMC made up 0.42% of Sustainable Growth Advisers's portfolio in Q2 2026, its #34 holding.
Sustainable Growth Advisers first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
Sustainable Growth Advisers's TSMC position peaked at $122M in Q2 2025.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Sustainable Growth Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.