UCFA
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United Capital Financial Advisors’s TSMC TSM Stock Holding History

United Capital Financial Advisors’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 		$37M Sell
109,388
-3,989
-4% -$1.37M 0.23% 84
2025
Q4 		$34.5M Buy
113,377
+2,550
+2% +$748K 0.21% 94
2025
Q3 		$31M Buy
110,827
+17,243
+18% +$4.22M 0.22% 88
2025
Q2 		$21.2M Buy
93,584
+21,874
+31% +$4.05M 0.17% 115
2025
Q1 		$11.9M Sell
71,710
-10,506
-13% -$2.04M 0.1% 158
2024
Q4 		$16.2M Sell
82,216
-5,881
-7% -$1.14M 0.14% 132
2024
Q3 		$15.3M Sell
88,097
-44,513
-34% -$7.59M 0.13% 146
2024
Q2 		$23M Sell
132,610
-13,341
-9% -$2.02M 0.2% 100
2024
Q1 		$19.9M Sell
145,951
-10,466
-7% -$1.3M 0.16% 123
2023
Q4 		$16.3M Sell
156,417
-67,138
-30% -$6.4M 0.14% 144
2023
Q3 		$19.4M Sell
223,555
-10,418
-4% -$985K 0.13% 156
2023
Q2 		$23.6M Sell
233,973
-12,064
-5% -$1.12M 0.13% 146
2023
Q1 		$22.9M Buy
246,037
+3,044
+1% +$273K 0.13% 154
2022
Q4 		$18.1M Buy
242,993
+4,945
+2% +$358K 0.1% 181
2022
Q3 		$16.3M Sell
238,048
-12,196
-5% -$1.01M 0.1% 185
2022
Q2 		$20.5M Buy
250,244
+354
+0.1% +$32.7K 0.11% 174
2022
Q1 		$26.1M Sell
249,890
-2,089
-0.8% -$244K 0.13% 163
2021
Q4 		$30.3M Buy
251,979
+3,093
+1% +$362K 0.14% 152
2021
Q3 		$27.8M Buy
248,886
+3,981
+2% +$467K 0.14% 152
2021
Q2 		$29.4M Buy
244,905
+127
+0.1% +$14.9K 0.15% 143
2021
Q1 		$29M Sell
244,778
-28,438
-10% -$3.52M 0.16% 136
2020
Q4 		$29.8M Sell
273,216
-64,460
-19% -$6.11M 0.18% 128
2020
Q3 		$27.4M Sell
337,676
-118,824
-26% -$9.03M 0.18% 131
2020
Q2 		$25.9M Sell
456,500
-16,904
-4% -$891K 0.19% 117
2020
Q1 		$22.6M Sell
473,404
-65,347
-12% -$3.57M 0.19% 118
2019
Q4 		$31.3M Buy
538,751
+10,601
+2% +$562K 0.2% 109
2019
Q3 		$24.5M Sell
528,150
-56,949
-10% -$2.43M 0.17% 134
2019
Q2 		$23.2M Buy
585,099
+26,361
+5% +$1.09M 0.15% 143
2019
Q1 		$22.9M Buy
558,738
+6,576
+1% +$251K 0.16% 138
2018
Q4 		$20.4M Sell
552,162
-9,311
-2% -$354K 0.16% 134
2018
Q3 		$24.8M Buy
561,473
+13,358
+2% +$553K 0.17% 128
2018
Q2 		$20M Sell
548,115
-83,978
-13% -$3.32M 0.15% 149
2018
Q1 		$27.7M Buy
632,093
+35,829
+6% +$1.56M 0.21% 111
2017
Q4 		$23.6M Buy
596,264
+134,883
+29% +$5.47M 0.19% 122
2017
Q3 		$17.3M Buy
461,381
+62,835
+16% +$2.29M 0.15% 160
2017
Q2 		$13.9M Buy
398,546
+81,827
+26% +$2.83M 0.12% 189
2017
Q1 		$10.4M Buy
316,719
+22,563
+8% +$704K 0.1% 253
2016
Q4 		$8.46M Buy
294,156
+72,813
+33% +$2.19M 0.08% 292
2016
Q3 		$6.77M Buy
221,343
+87,548
+65% +$2.5M 0.07% 334
2016
Q2 		$3.48M Buy
133,795
+3,858
+3% +$96.3K 0.04% 438
2016
Q1 		$3.4M Sell
129,937
-27,178
-17% -$636K 0.04% 419
2015
Q4 		$3.57M Sell
157,115
-2,569
-2% -$57.8K 0.04% 415
2015
Q3 		$3.31M Sell
159,684
-36,792
-19% -$773K 0.04% 411
2015
Q2 		$4.46M Buy
196,476
+67,443
+52% +$1.61M 0.05% 361
2015
Q1 		$3.15M Buy
129,033
+25,237
+24% +$594K 0.04% 452
2014
Q4 		$2.32M Buy
103,796
+2,786
+3% +$60.7K 0.03% 433
2014
Q3 		$2.04M Buy
101,010
+59,329
+142% +$1.24M 0.04% 433
2014
Q2 		$892K Buy
41,681
+692
+2% +$14.3K 0.02% 579
2014
Q1 		$821K Buy
+40,989
New +$734K 0.02% 522
2013
Q4 		– Sell
-16,059
Closed -$272K – 761
2013
Q3 		$272K Sell
16,059
-3,129
-16% -$53.4K 0.01% 577
2013
Q2 		$352K Buy
+19,188
New +$353K 0.01% 570

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

United Capital Financial Advisors's TSM Position: Q1 2026 in Review

United Capital Financial Advisors reduced its TSMC (TSM) stake by 3.5% in Q1 2026, selling an estimated $1.37M and leaving 109,388 shares worth $37M. The position accounts for 0.23% of the portfolio, ranked #84.

United Capital Financial Advisors first reported a position in TSM in Q2 2013 and has held it in 51 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • United Capital Financial Advisors held 109,388 shares of TSMC worth $37M as of Q1 2026.
  • United Capital Financial Advisors sold 3,989 TSMC shares in Q1 2026, an estimated $1.37M.
  • TSMC made up 0.23% of United Capital Financial Advisors's portfolio in Q1 2026, its #84 holding.
  • United Capital Financial Advisors first reported a position in TSMC in Q2 2013 and has held it in 51 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.