Annex Advisory Services
AVGO icon

Annex Advisory Services’s Broadcom AVGO Stock Holding History

Annex Advisory Services’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 		$73.7M Sell
209,965
-5,475
-3% -$2.06M 1.21% 22
2026
Q2 		$81.4M Sell
215,440
-9,761
-4% -$3.91M 1.39% 22
2026
Q1 		$69.7M Buy
225,201
+6,471
+3% +$2.13M 1.31% 24
2025
Q4 		$75.7M Buy
218,730
+10,275
+5% +$3.67M 1.45% 21
2025
Q3 		$68.8M Sell
208,455
-2,534
-1% -$777K 1.46% 20
2025
Q2 		$58.2M Buy
210,989
+47,741
+29% +$10.4M 1.4% 20
2025
Q1 		$27.3M Buy
163,248
+124,583
+322% +$26.4M 0.78% 39
2024
Q4 		$8.96M Sell
38,665
-1,397
-3% -$258K 0.27% 69
2024
Q3 		$6.91M Sell
40,062
-1,418
-3% -$227K 0.22% 76
2024
Q2 		$6.66M Sell
41,480
-14,550
-26% -$2.04M 0.23% 73
2024
Q1 		$7.43M Sell
56,030
-8,130
-13% -$1.01M 0.26% 70
2023
Q4 		$7.16M Buy
64,160
+32,970
+106% +$3.12M 0.3% 59
2023
Q3 		$2.59M Buy
31,190
+28,220
+950% +$2.45M 0.16% 85
2023
Q2 		$258K Buy
+2,970
New +$212K 0.01% 217
2023
Q1 		– Sell
-6,780
Closed -$379K – 249
2022
Q4 		$379K Buy
6,780
+220
+3% +$11K 0.02% 167
2022
Q3 		$291K Sell
6,560
-1,100
-14% -$56.2K 0.02% 180
2022
Q2 		$372K Sell
7,660
-1,930
-20% -$108K 0.03% 166
2022
Q1 		$604K Buy
9,590
+920
+11% +$54.6K 0.04% 145
2021
Q4 		$577K Buy
8,670
+4,420
+104% +$248K 0.04% 146
2021
Q3 		$206K Sell
4,250
-570
-12% -$27.7K 0.02% 197
2021
Q2 		$230K Buy
4,820
+420
+10% +$19.5K 0.02% 200
2021
Q1 		$204K Sell
4,400
-520
-11% -$24K 0.02% 194
2020
Q4 		$215K Buy
+4,920
New +$192K 0.02% 180

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Annex Advisory Services's AVGO Position: Q3 2026 in Review

Annex Advisory Services reduced its Broadcom (AVGO) stake by 2.5% in Q3 2026, selling an estimated $2.06M and leaving 209,965 shares worth $73.7M. The position accounts for 1.21% of the portfolio, ranked #22.

Annex Advisory Services first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $81.4M in Q2 2026. 1,304 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Annex Advisory Services held 209,965 shares of Broadcom worth $73.7M as of Q3 2026.
  • Annex Advisory Services sold 5,475 Broadcom shares in Q3 2026, an estimated $2.06M.
  • Broadcom made up 1.21% of Annex Advisory Services's portfolio in Q3 2026, its #22 holding.
  • Annex Advisory Services first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • Annex Advisory Services's Broadcom position peaked at $81.4M in Q2 2026.
  • 1,304 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.