Values First Advisors’s TSMC TSM Stock Holding History

Values First 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 Q3	$835K	Sell	1,831 -37	-2%	-$15.7K	0.39%	72
2026 Q2	$892K	Buy	+1,868	New	+$758K	0.41%	72
2026 Q1	–	Sell	-1,802	Closed	-$547K	–	189
2025 Q4	$547K	Buy	+1,802	New	+$529K	0.28%	100
2024 Q3	–	Sell	-1,475	Closed	-$256K	–	279
2024 Q2	$256K	Sell	1,475 -566	-28%	-$85.9K	0.15%	139
2024 Q1	$278K	Sell	2,041 -2,991	-59%	-$371K	0.16%	135
2023 Q4	$523K	Buy	5,032 +1,277	+34%	+$122K	0.32%	96
2023 Q3	$326K	Sell	3,755 -278	-7%	-$26.3K	0.21%	119
2023 Q2	$407K	Buy	4,033 +182	+5%	+$16.9K	0.25%	106
2023 Q1	$358K	Sell	3,851 -762	-17%	-$68.4K	0.23%	111
2022 Q4	$344K	Buy	4,613 +755	+20%	+$54.6K	0.24%	109
2022 Q3	$265K	Sell	3,858 -2,219	-37%	-$183K	0.19%	115
2022 Q2	$497K	Buy	6,077 +1,702	+39%	+$157K	0.35%	87
2022 Q1	$456K	Sell	4,375 -585	-12%	-$68.4K	0.29%	100
2021 Q4	$597K	Buy	4,960 +568	+13%	+$66.5K	0.35%	87
2021 Q3	$490K	Buy	4,392 +537	+14%	+$63K	0.32%	95
2021 Q2	$463K	Buy	3,855 +376	+11%	+$44.1K	0.31%	104
2021 Q1	$411K	Buy	+3,479	New	+$431K	0.3%	106

Other funds holding TSM

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Values First Advisors's TSM Position: Q3 2026 in Review

Values First Advisors reduced its TSMC (TSM) stake by 2% in Q3 2026, selling an estimated $15.7K and leaving 1,831 shares worth $835K. The position accounts for 0.39% of the portfolio, ranked #72.

Values First Advisors first reported a position in TSM in Q1 2021 and has held it in 17 quarters since. The position peaked at $892K in Q2 2026. 1,356 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

Values First Advisors held 1,831 shares of TSMC worth $835K as of Q3 2026.
Values First Advisors sold 37 TSMC shares in Q3 2026, an estimated $15.7K.
TSMC made up 0.39% of Values First Advisors's portfolio in Q3 2026, its #72 holding.
Values First Advisors first reported a position in TSMC in Q1 2021 and has held it in 17 quarters since.
Values First Advisors's TSMC position peaked at $892K in Q2 2026.
1,356 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.