Valeo Financial Advisors’s TSMC TSM Stock Holding History

Valeo 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 Q2	$15.2M	Sell	31,727 -2,790	-8%	-$1.13M	0.32%	37
2026 Q1	$11.7M	Buy	34,517 +1,104	+3%	+$380K	0.28%	42
2025 Q4	$10.2M	Buy	33,413 +2,176	+7%	+$638K	0.23%	50
2025 Q3	$8.72M	Buy	31,237 +660	+2%	+$161K	0.2%	55
2025 Q2	$6.93M	Buy	30,577 +1,433	+5%	+$265K	0.17%	67
2025 Q1	$4.84M	Buy	29,144 +604	+2%	+$117K	0.13%	77
2024 Q4	$5.64M	Sell	28,540 -937	-3%	-$181K	0.16%	68
2024 Q3	$5.12M	Buy	29,477 +9,752	+49%	+$1.66M	0.15%	72
2024 Q2	$3.43M	Buy	19,725 +1,114	+6%	+$169K	0.11%	94
2024 Q1	$2.47M	Buy	18,611 +4,893	+36%	+$608K	0.09%	122
2023 Q4	$1.43M	Buy	13,718 +326	+2%	+$31.1K	0.06%	176
2023 Q3	$1.16M	Buy	13,392 +568	+4%	+$53.7K	0.05%	184
2023 Q2	$1.29M	Sell	12,824 -1,340	-9%	-$125K	0.06%	173
2023 Q1	$1.32M	Buy	14,164 +2,149	+18%	+$193K	0.06%	185
2022 Q4	$895K	Sell	12,015 -7,445	-38%	-$539K	0.05%	205
2022 Q3	$1.33M	Buy	19,460 +7,369	+61%	+$609K	0.09%	139
2022 Q2	$988K	Sell	12,091 -2,286	-16%	-$211K	0.06%	163
2022 Q1	$1.5M	Buy	14,377 +6,389	+80%	+$747K	0.08%	154
2021 Q4	$961K	Buy	7,988 +2,238	+39%	+$262K	0.05%	195
2021 Q3	$642K	Buy	5,750 +1,744	+44%	+$205K	0.04%	248
2021 Q2	$481K	Sell	4,006 -7,947	-66%	-$931K	0.03%	272
2021 Q1	$1.41M	Buy	11,953 +39	+0.3%	+$4.83K	0.07%	155
2020 Q4	$1.3M	Buy	11,914 +8,145	+216%	+$773K	0.07%	141
2020 Q3	$306K	Sell	3,769 -33	-0.9%	-$2.51K	0.03%	253
2020 Q2	$216K	Buy	3,802 +2,559	+206%	+$135K	0.02%	306
2020 Q1	$61K	Buy	1,243 +187	+18%	+$10.2K	0.01%	541
2019 Q4	$61K	Sell	1,056 -117	-10%	-$6.21K	0.01%	577
2019 Q3	$55K	Buy	1,173 +24	+2%	+$1.02K	0.01%	572
2019 Q2	$45K	Hold	1,149	–	–	0.01%	640
2019 Q1	$47K	Buy	1,149 +12	+1%	+$458	0.01%	574
2018 Q4	$42K	Sell	1,137 -63	-5%	-$2.4K	0.01%	537
2018 Q3	$46K	Sell	1,200 -48	-4%	-$1.99K	0.01%	563
2018 Q2	$51K	Sell	1,248 -334	-21%	-$13.2K	0.01%	541
2018 Q1	$69K	Buy	1,582 +274	+21%	+$11.9K	0.01%	437
2017 Q4	$52K	Buy	1,308 +83	+7%	+$3.36K	0.01%	461
2017 Q3	$46K	Buy	+1,225	New	+$44.7K	0.01%	416

Other funds holding TSM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Valeo Financial Advisors's TSM Position: Q2 2026 in Review

Valeo Financial Advisors reduced its TSMC (TSM) stake by 8.1% in Q2 2026, selling an estimated $1.13M and leaving 31,727 shares worth $15.2M. The position accounts for 0.32% of the portfolio, ranked #37.

Valeo Financial Advisors first reported a position in TSM in Q3 2017 and has held it in 36 quarters since. 1,179 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Valeo Financial Advisors held 31,727 shares of TSMC worth $15.2M as of Q2 2026.
Valeo Financial Advisors sold 2,790 TSMC shares in Q2 2026, an estimated $1.13M.
TSMC made up 0.32% of Valeo Financial Advisors's portfolio in Q2 2026, its #37 holding.
Valeo Financial Advisors first reported a position in TSMC in Q3 2017 and has held it in 36 quarters since.
1,179 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.