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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
2024
Q1 		– Sell
-200
Closed -$21 – 711
2023
Q4 		$21 Buy
+200
New +$19.1K ﹤0.01% 658

Other funds holding TSM

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
NC
Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Valeo Financial Advisors's TSM Position: Q3 2026 in Review

Valeo Financial Advisors increased its TSMC (TSM) stake by 0.18% in Q3 2026, buying an estimated $23.7K and bringing the position to 31,783 shares worth $14.5M. The position accounts for 0.31% of the portfolio, ranked #38.

Valeo Financial Advisors first reported a position in TSM in Q3 2017 and has held it in 37 quarters since. The position peaked at $15.2M in Q2 2026. 179 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Valeo Financial Advisors held 31,783 shares of TSMC worth $14.5M as of Q3 2026.
  • Valeo Financial Advisors bought 56 TSMC shares in Q3 2026, an estimated $23.7K.
  • TSMC made up 0.31% of Valeo Financial Advisors's portfolio in Q3 2026, its #38 holding.
  • Valeo Financial Advisors first reported a position in TSMC in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's TSMC position peaked at $15.2M in Q2 2026.
  • 179 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.