WealthPLAN Partners’s TSMC TSM Stock Holding History

WealthPLAN Partners’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	$156K	Sell	327 -1,140	-78%	-$463K	0.03%	219
2026 Q1	$496K	Sell	1,467 -58	-4%	-$20K	0.1%	161
2025 Q4	$463K	Hold	1,525	–	–	0.07%	194
2025 Q3	$426K	Buy	+1,525	New	+$373K	0.06%	187
2024 Q3	–	Sell	-1,437	Closed	-$250K	–	302
2024 Q2	$250K	Buy	+1,437	New	+$218K	0.03%	271
2023 Q3	–	Sell	-330	Closed	-$33.3K	–	1095
2023 Q2	$33.3K	Sell	330 -147	-31%	-$13.7K	﹤0.01%	582
2023 Q1	$44.4K	Buy	+477	New	+$42.8K	0.01%	581
2015 Q4	$28.5K	Buy	+3,618	New	+$81.4K	﹤0.01%	781
2015 Q2	$25K	Sell	1,119 -1,848	-62%	-$44.1K	0.01%	238
2015 Q1	$70K	Buy	+2,967	New	+$69.9K	0.03%	207

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

WealthPLAN Partners's TSM Position: Q2 2026 in Review

WealthPLAN Partners reduced its TSMC (TSM) stake by 78% in Q2 2026, selling an estimated $463K and leaving 327 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #219.

WealthPLAN Partners first reported a position in TSM in Q1 2015 and has held it in 10 quarters since. The position peaked at $496K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

WealthPLAN Partners held 327 shares of TSMC worth $156K as of Q2 2026.
WealthPLAN Partners sold 1,140 TSMC shares in Q2 2026, an estimated $463K.
TSMC made up 0.03% of WealthPLAN Partners's portfolio in Q2 2026, its #219 holding.
WealthPLAN Partners first reported a position in TSMC in Q1 2015 and has held it in 10 quarters since.
WealthPLAN Partners's TSMC position peaked at $496K in Q1 2026.
1,289 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.