Abound Wealth Management
AVGO icon

Abound Wealth Management’s Broadcom AVGO Stock Holding History

Abound 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 		$6.43M Sell
18,322
-2,550
-12% -$960K 1.2% 18
2026
Q2 		$7.88M Buy
20,872
+7,827
+60% +$3.14M 1.56% 15
2026
Q1 		$4.04M Buy
13,045
+322
+3% +$106K 0.92% 19
2025
Q4 		$4.4M Sell
12,723
-63
-0.5% -$22.5K 1.03% 18
2025
Q3 		$4.22M Buy
12,786
+153
+1% +$46.9K 1.06% 18
2025
Q2 		$3.48M Buy
12,633
+28
+0.2% +$6.08K 0.98% 19
2025
Q1 		$2.11M Buy
12,605
+205
+2% +$43.4K 0.7% 22
2024
Q4 		$2.87M Buy
12,400
+38
+0.3% +$7.03K 0.92% 18
2024
Q3 		$2.13M Buy
12,362
+2
+0% +$321 0.71% 19
2024
Q2 		$1.98M Hold
12,360
– – 0.73% 19
2024
Q1 		$1.64M Buy
12,360
+30
+0.2% +$3.72K 0.62% 20
2023
Q4 		$1.38M Buy
12,330
+200
+2% +$18.9K 0.55% 24
2023
Q3 		$1.01M Buy
12,130
+10
+0.1% +$867 0.43% 26
2023
Q2 		$1.05M Sell
12,120
-8,550
-41% -$610K 0.44% 26
2023
Q1 		$1.33M Buy
20,670
+20,270
+5,068% +$1.22M 0.59% 23
2022
Q4 		$22.4K Buy
400
+50
+14% +$2.51K 0.01% 181
2022
Q3 		$15.6K Buy
+350
New +$17.9K 0.01% 223

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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 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

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

Abound Wealth Management reduced its Broadcom (AVGO) stake by 12% in Q3 2026, selling an estimated $960K and leaving 18,322 shares worth $6.43M. The position accounts for 1.2% of the portfolio, ranked #18.

Abound Wealth Management first reported a position in AVGO in Q3 2022 and has held it in 17 quarters since. The position peaked at $7.88M in Q2 2026. 1,853 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Abound Wealth Management held 18,322 shares of Broadcom worth $6.43M as of Q3 2026.
  • Abound Wealth Management sold 2,550 Broadcom shares in Q3 2026, an estimated $960K.
  • Broadcom made up 1.2% of Abound Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Abound Wealth Management first reported a position in Broadcom in Q3 2022 and has held it in 17 quarters since.
  • Abound Wealth Management's Broadcom position peaked at $7.88M in Q2 2026.
  • 1,853 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.