STACKSTONE WEALTH, LLC’s Broadcom AVGO Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.6M	Buy	+61,430	New	+$23.1M	2.13%	5

Other funds holding AVGO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

STACKSTONE WEALTH, LLC's AVGO Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Broadcom (AVGO) in Q3 2026: 61,430 shares worth $21.6M. The stake represents 2.13% of the portfolio and ranks #5 among its holdings.

1,303 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

STACKSTONE WEALTH, LLC held 61,430 shares of Broadcom worth $21.6M as of Q3 2026.
Broadcom was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Broadcom made up 2.13% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #5 holding.
1,303 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.