Amplius Wealth Advisors
AVGO icon

Amplius Wealth Advisors’s Broadcom AVGO Stock Holding History

Amplius Wealth Advisors’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 		$4.41M Buy
12,552
+820
+7% +$309K 0.3% 42
2026
Q2 		$4.43M Buy
11,732
+153
+1% +$61.3K 0.32% 35
2026
Q1 		$3.58M Buy
11,579
+4,075
+54% +$1.34M 0.3% 39
2025
Q4 		$2.6M Buy
7,504
+457
+6% +$163K 0.22% 47
2025
Q3 		$2.32M Sell
7,047
-3,455
-33% -$1.06M 0.2% 49
2025
Q2 		$2.89M Sell
10,502
-272
-3% -$59.1K 0.27% 49
2025
Q1 		$1.8M Sell
10,774
-336
-3% -$71.1K 0.19% 57
2024
Q4 		$2.58M Buy
11,110
+134
+1% +$24.8K 0.26% 45
2024
Q3 		$1.89M Buy
10,976
+2,536
+30% +$407K 0.21% 54
2024
Q2 		$1.35M Buy
8,440
+2,420
+40% +$339K 0.15% 64
2024
Q1 		$798K Buy
6,020
+1,830
+44% +$227K 0.09% 79
2023
Q4 		$468K Buy
4,190
+1,200
+40% +$114K 0.06% 99
2023
Q3 		$248K Buy
2,990
+520
+21% +$45.1K 0.03% 133
2023
Q2 		$214K Buy
+2,470
New +$176K 0.03% 156
2022
Q1 		– Sell
-1,520
Closed -$101K – 229
2021
Q4 		$101K Buy
+1,520
New +$85.4K 0.01% 244

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

Amplius Wealth Advisors's AVGO Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Broadcom (AVGO) stake by 7% in Q3 2026, buying an estimated $309K and bringing the position to 12,552 shares worth $4.41M. The position accounts for 0.3% of the portfolio, ranked #42.

Amplius Wealth Advisors first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.43M in Q2 2026. 2,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Amplius Wealth Advisors held 12,552 shares of Broadcom worth $4.41M as of Q3 2026.
  • Amplius Wealth Advisors bought 820 Broadcom shares in Q3 2026, an estimated $309K.
  • Broadcom made up 0.3% of Amplius Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • Amplius Wealth Advisors first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • Amplius Wealth Advisors's Broadcom position peaked at $4.43M in Q2 2026.
  • 2,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.