Van Hulzen Asset Management’s TSMC TSM Stock Holding History

Van Hulzen Asset Management’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	$4M	Buy	8,380 +6,769	+420%	+$2.75M	0.28%	73
2026 Q1	$544K	Buy	1,611 +908	+129%	+$312K	0.04%	222
2025 Q4	$214K	Buy	+703	New	+$206K	0.02%	317
2025 Q1	–	Sell	-595	Closed	-$117K	–	1051
2024 Q4	$117K	Buy	+595	New	+$115K	0.01%	381
2021 Q4	–	Sell	-5,291	Closed	-$591K	–	321
2021 Q3	$591K	Sell	5,291 -200	-4%	-$23.5K	0.09%	131
2021 Q2	$660K	Buy	5,491 +200	+4%	+$23.4K	0.1%	119
2021 Q1	$626K	Sell	5,291 -568	-10%	-$70.4K	0.1%	120
2020 Q4	$639K	Buy	+5,859	New	+$556K	0.1%	118

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Van Hulzen Asset Management's TSM Position: Q2 2026 in Review

Van Hulzen Asset Management increased its TSMC (TSM) stake by 420% in Q2 2026, buying an estimated $2.75M and bringing the position to 8,380 shares worth $4M. The position accounts for 0.28% of the portfolio, ranked #73.

Van Hulzen Asset Management first reported a position in TSM in Q4 2020 and has held it in 8 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Van Hulzen Asset Management held 8,380 shares of TSMC worth $4M as of Q2 2026.
Van Hulzen Asset Management bought 6,769 TSMC shares in Q2 2026, an estimated $2.75M.
TSMC made up 0.28% of Van Hulzen Asset Management's portfolio in Q2 2026, its #73 holding.
Van Hulzen Asset Management first reported a position in TSMC in Q4 2020 and has held it in 8 quarters since.
3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.