Union Heritage Capital
TSM icon

Union Heritage Capital’s TSMC TSM Stock Holding History

Union Heritage Capital’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 		$15M Buy
32,880
+3,780
+13% +$1.6M 5.3% 2
2026
Q2 		$13.9M Hold
29,100
– – 4.71% 3
2026
Q1 		$9.8M Buy
29,100
+15,700
+117% +$5.4M 3.65% 4
2025
Q4 		$4.07M Hold
13,400
– – 1.38% 25
2025
Q3 		$3.74M Buy
13,400
+6,800
+103% +$1.66M 1.21% 31
2025
Q2 		$1.49M Hold
6,600
– – 0.52% 51
2025
Q1 		$1.1M Buy
+6,600
New +$1.28M 0.41% 54

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

Union Heritage Capital's TSM Position: Q3 2026 in Review

Union Heritage Capital increased its TSMC (TSM) stake by 13% in Q3 2026, buying an estimated $1.6M and bringing the position to 32,880 shares worth $15M. The position accounts for 5.3% of the portfolio, ranked #2.

Union Heritage Capital first reported a position in TSM in Q1 2025 and has held it in 7 quarters since. 3,075 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Union Heritage Capital held 32,880 shares of TSMC worth $15M as of Q3 2026.
  • Union Heritage Capital bought 3,780 TSMC shares in Q3 2026, an estimated $1.6M.
  • TSMC made up 5.3% of Union Heritage Capital's portfolio in Q3 2026, its #2 holding.
  • Union Heritage Capital first reported a position in TSMC in Q1 2025 and has held it in 7 quarters since.
  • 3,075 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Union Heritage Capital's 13F filing for Q3 2026, filed 12 Nov 2026.