UAG
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United Advisor Group’s TSMC TSM Stock Holding History

United Advisor Group’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 		$1.44M Buy
3,006
+156
+5% +$63.3K 0.15% 159
2026
Q1 		$963K Buy
2,850
+710
+33% +$244K 0.12% 195
2025
Q4 		$650K Buy
2,140
+173
+9% +$50.8K 0.08% 240
2025
Q3 		$549K Buy
1,967
+251
+15% +$61.4K 0.07% 247
2025
Q2 		$389K Buy
1,716
+213
+14% +$39.5K 0.07% 271
2025
Q1 		$249K Buy
1,503
+457
+44% +$88.8K 0.05% 306
2024
Q4 		$207K Buy
+1,046
New +$202K 0.04% 353

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

United Advisor Group's TSM Position: Q2 2026 in Review

United Advisor Group increased its TSMC (TSM) stake by 5.5% in Q2 2026, buying an estimated $63.3K and bringing the position to 3,006 shares worth $1.44M. The position accounts for 0.15% of the portfolio, ranked #159.

United Advisor Group first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • United Advisor Group held 3,006 shares of TSMC worth $1.44M as of Q2 2026.
  • United Advisor Group bought 156 TSMC shares in Q2 2026, an estimated $63.3K.
  • TSMC made up 0.15% of United Advisor Group's portfolio in Q2 2026, its #159 holding.
  • United Advisor Group first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.