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Triad Wealth Partners’s TSMC TSM Stock Holding History

Triad Wealth Partners’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
Q1 		$1.01M Buy
2,982
+54
+2% +$18.6K 0.08% 167
2025
Q4 		$890K Buy
2,928
+721
+33% +$212K 0.08% 170
2025
Q3 		$616K Buy
2,207
+617
+39% +$151K 0.08% 175
2025
Q2 		$360K Sell
1,590
-126
-7% -$23.3K 0.07% 192
2025
Q1 		$285K Sell
1,716
-17
-1% -$3.3K 0.09% 170
2024
Q4 		$342K Buy
+1,733
New +$335K 0.12% 122
2024
Q3 		– Sell
-1,001
Closed -$174K – 838
2024
Q2 		$174K Buy
+1,001
New +$152K 0.09% 106

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Triad Wealth Partners's TSM Position: Q1 2026 in Review

Triad Wealth Partners increased its TSMC (TSM) stake by 1.8% in Q1 2026, buying an estimated $18.6K and bringing the position to 2,982 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #167.

Triad Wealth Partners first reported a position in TSM in Q2 2024 and has held it in 7 quarters since. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Triad Wealth Partners held 2,982 shares of TSMC worth $1.01M as of Q1 2026.
  • Triad Wealth Partners bought 54 TSMC shares in Q1 2026, an estimated $18.6K.
  • TSMC made up 0.08% of Triad Wealth Partners's portfolio in Q1 2026, its #167 holding.
  • Triad Wealth Partners first reported a position in TSMC in Q2 2024 and has held it in 7 quarters since.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.