Altus Wealth Management
AVGO icon

Altus Wealth Management’s Broadcom AVGO Stock Holding History

Altus 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 		$370K Hold
1,053
– – 0.14% 24
2026
Q2 		$398K Hold
1,053
– – 0.15% 24
2026
Q1 		$326K Sell
1,053
-187
-15% -$61.5K 0.14% 25
2025
Q4 		$429K Hold
1,240
– – 0.19% 22
2025
Q3 		$409K Hold
1,240
– – 0.18% 24
2025
Q2 		$342K Sell
1,240
-10
-0.8% -$2.17K 0.16% 25
2025
Q1 		$209K Buy
1,250
+1
+0.1% +$212 0.1% 41
2024
Q4 		$290K Hold
1,249
– – 0.13% 35
2024
Q3 		$215K Buy
+1,249
New +$200K 0.1% 39

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Altus Wealth Management held its Broadcom (AVGO) position steady in Q3 2026 at 1,053 shares worth $370K. The position accounts for 0.14% of the portfolio, ranked #24.

Altus Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 9 quarters since. The position peaked at $429K in Q4 2025. 2,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Altus Wealth Management held 1,053 shares of Broadcom worth $370K as of Q3 2026.
  • Altus Wealth Management left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.14% of Altus Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Altus Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 9 quarters since.
  • Altus Wealth Management's Broadcom position peaked at $429K in Q4 2025.
  • 2,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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