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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 		– Sell
-600
Closed -$203K – 881
2026
Q1 		$203K Buy
+600
New +$206K ﹤0.01% 687
2021
Q2 		– Sell
-100
Closed -$12K – 1719
2021
Q1 		$12K Buy
+100
New +$12.4K ﹤0.01% 1317

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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

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. 1,045 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.
  • 1,045 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.