AT
AVGO icon

Adelphi Trust’s Broadcom AVGO Stock Holding History

Adelphi Trust’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 		$2.94M Sell
8,376
-816
-9% -$307K 1.94% 12
2026
Q2 		$3.47M Buy
9,192
+659
+8% +$264K 2.3% 11
2026
Q1 		$2.64M Buy
8,533
+116
+1% +$38.2K 2.15% 13
2025
Q4 		$2.91M Buy
+8,417
New +$3.01M 2.38% 11

Other funds holding AVGO

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

Adelphi Trust's AVGO Position: Q3 2026 in Review

Adelphi Trust reduced its Broadcom (AVGO) stake by 8.9% in Q3 2026, selling an estimated $307K and leaving 8,376 shares worth $2.94M. The position accounts for 1.94% of the portfolio, ranked #12.

Adelphi Trust first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.47M in Q2 2026. 42 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Adelphi Trust held 8,376 shares of Broadcom worth $2.94M as of Q3 2026.
  • Adelphi Trust sold 816 Broadcom shares in Q3 2026, an estimated $307K.
  • Broadcom made up 1.94% of Adelphi Trust's portfolio in Q3 2026, its #12 holding.
  • Adelphi Trust first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Adelphi Trust's Broadcom position peaked at $3.47M in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.