Accel Wealth Management
AVGO icon

Accel Wealth Management’s Broadcom AVGO Stock Holding History

Accel 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 		$2.34M Sell
6,650
-20
-0.3% -$7.53K 0.5% 49
2026
Q2 		$2.52M Buy
6,670
+43
+0.6% +$17.2K 0.57% 45
2026
Q1 		$2.05M Buy
6,627
+70
+1% +$23K 0.54% 47
2025
Q4 		$2.27M Buy
6,557
+15
+0.2% +$5.36K 0.62% 38
2025
Q3 		$2.16M Buy
6,542
+49
+0.8% +$15K 0.63% 41
2025
Q2 		$1.79M Sell
6,493
-1,304
-17% -$283K 0.6% 46
2025
Q1 		$1.31M Sell
7,797
-2,437
-24% -$516K 0.47% 60
2024
Q4 		$2.37M Sell
10,234
-33
-0.3% -$6.1K 0.9% 26
2024
Q3 		$1.77M Sell
10,267
-353
-3% -$56.6K 0.66% 43
2024
Q2 		$1.71M Buy
10,620
+1,450
+16% +$203K 0.68% 41
2024
Q1 		$1.22M Buy
9,170
+290
+3% +$35.9K 0.52% 50
2023
Q4 		$991K Buy
8,880
+1,970
+29% +$187K 0.5% 54
2023
Q3 		$574K Buy
6,910
+1,590
+30% +$138K 0.32% 80
2023
Q2 		$461K Buy
5,320
+1,280
+32% +$91.3K 0.25% 97
2023
Q1 		$259K Sell
4,040
-380
-9% -$22.9K 0.11% 178
2022
Q4 		$247K Buy
4,420
+780
+21% +$39.1K 0.12% 140
2022
Q3 		$175K Hold
3,640
– – 0.09% 169
2022
Q2 		$180K Hold
3,640
– – 0.1% 152
2022
Q1 		$228K Hold
3,640
– – 0.12% 141
2021
Q4 		$242K Sell
3,640
-170
-4% -$9.6K 0.12% 136
2021
Q3 		$185K Hold
3,810
– – 0.12% 143
2021
Q2 		$182K Hold
3,810
– – 0.12% 165
2021
Q1 		$177K Sell
3,810
-160
-4% -$7.4K 0.14% 150
2020
Q4 		$174K Buy
+3,970
New +$155K 0.16% 134

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

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

Accel Wealth Management reduced its Broadcom (AVGO) stake by 0.3% in Q3 2026, selling an estimated $7.53K and leaving 6,650 shares worth $2.34M. The position accounts for 0.5% of the portfolio, ranked #49.

Accel Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.52M in Q2 2026. 1,831 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Accel Wealth Management held 6,650 shares of Broadcom worth $2.34M as of Q3 2026.
  • Accel Wealth Management sold 20 Broadcom shares in Q3 2026, an estimated $7.53K.
  • Broadcom made up 0.5% of Accel Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Accel Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Broadcom position peaked at $2.52M in Q2 2026.
  • 1,831 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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