Able Wealth Management
AVGO icon

Able Wealth Management’s Broadcom AVGO Stock Holding History

Able Wealth Management’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 		$242K Sell
669
-548
-45% -$206K 0.05% 135
2026
Q2 		$383K Buy
+1,217
New +$488K 0.09% 94
2024
Q1 		– Sell
-70
Closed -$8.04K – 128
2023
Q4 		$8.04K Buy
+70
New +$6.63K 0.01% 301

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Able Wealth Management's AVGO Position: Q3 2026 in Review

Able Wealth Management reduced its Broadcom (AVGO) stake by 45% in Q3 2026, selling an estimated $206K and leaving 669 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #135.

Able Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 3 quarters since. The position peaked at $383K in Q2 2026. 1,758 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Able Wealth Management held 669 shares of Broadcom worth $242K as of Q3 2026.
  • Able Wealth Management sold 548 Broadcom shares in Q3 2026, an estimated $206K.
  • Broadcom made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Able Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 3 quarters since.
  • Able Wealth Management's Broadcom position peaked at $383K in Q2 2026.
  • 1,758 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.