SEC 13F Intelligence

Modera Wealth Management, LLC / TSM

Modera Wealth Management, LLC’s Taiwan Semiconductor Manufac Position

Does Modera Wealth Management, LLC own Taiwan Semiconductor Manufac (TSM)? Yes251.8K shares worth $85M (+1.02% of its 13F portfolio) as of Q1 2026, down from 257.0K shares the prior filed quarter.

Position Value
$85M
Q1 2026
Shares
251.8K
% of Portfolio
+1.02%
Quarters Held
12
currently held

Position History TSM

Reported value by quarter
Q2 ’23: $28MQ2 ’23Q3 ’23: $24MQ4 ’23: $29MQ4 ’23Q1 ’24: $38MQ2 ’24: $48MQ2 ’24Q3 ’24: $48MQ4 ’24: $54MQ4 ’24Q1 ’25: $45MQ2 ’25: $62MQ2 ’25Q3 ’25: $74MQ4 ’25: $78MQ4 ’25Q1 ’26: $85Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026251.8K$85M+1.02%
Q4 2025257.0K$78M+0.90%
Q3 2025264.3K$74M+0.86%
Q2 2025272.4K$62M+0.76%
Q1 2025270.7K$45M+0.61%
Q4 2024272.8K$54M+0.65%
Q3 2024276.1K$48M+0.61%
Q2 2024276.1K$48M+0.71%
Q1 2024276.9K$38M+0.57%
Q4 2023278.8K$29M+0.48%
Q3 2023277.6K$24M+0.45%
Q2 2023275.1K$28M+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Modera Wealth Management, LLC’s full portfolio or all institutional holders of TSM.