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United Financial Planning Group’s TSMC TSM Stock Holding History

United Financial Planning 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 		$81.2K Buy
+170
New +$69K 0.04% 83
2026
Q1 		– Sell
-159
Closed -$48.3K – 623
2025
Q4 		$48.3K Buy
+159
New +$46.7K 0.03% 93

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 Financial Planning Group's TSM Position: Q2 2026 in Review

United Financial Planning Group opened a new position in TSMC (TSM) in Q2 2026: 170 shares worth $81.2K. The stake represents 0.04% of the portfolio and ranks #83 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in TSM as recently as Q4 2025.

United Financial Planning Group first reported a position in TSM in Q4 2025 and has held it in 2 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • United Financial Planning Group held 170 shares of TSMC worth $81.2K as of Q2 2026.
  • TSMC was a new United Financial Planning Group position in Q2 2026.
  • TSMC made up 0.04% of United Financial Planning Group's portfolio in Q2 2026, its #83 holding.
  • United Financial Planning Group first reported a position in TSMC in Q4 2025 and has held it in 2 quarters since.
  • 3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.