Apella Capital
AVGO icon

Apella Capital’s Broadcom AVGO Stock Holding History

Apella Capital’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 		$3.86M Buy
10,259
+1,199
+13% +$451K 0.05% 205
2026
Q2 		$3.36M Buy
9,060
+1,029
+13% +$413K 0.05% 209
2026
Q1 		$3.26M Buy
8,031
+2,115
+36% +$696K 0.05% 208
2025
Q4 		$2.05M Buy
5,916
+790
+15% +$283K 0.04% 199
2025
Q3 		$1.82M Buy
5,126
+1,271
+33% +$390K 0.04% 190
2025
Q2 		$1.06M Buy
3,855
+591
+18% +$128K 0.03% 212
2025
Q1 		$604K Buy
3,264
+308
+10% +$65.2K 0.02% 240
2024
Q4 		$685K Buy
2,956
+172
+6% +$31.8K 0.03% 201
2024
Q3 		$475K Sell
2,784
-36
-1% -$5.77K 0.02% 221
2024
Q2 		$489K Buy
2,820
+390
+16% +$54.7K 0.02% 207
2024
Q1 		$325K Hold
2,430
– – 0.02% 234
2023
Q4 		$255K Buy
+2,430
New +$230K 0.01% 257

Other funds holding AVGO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Apella Capital's AVGO Position: Q3 2026 in Review

Apella Capital increased its Broadcom (AVGO) stake by 13% in Q3 2026, buying an estimated $451K and bringing the position to 10,259 shares worth $3.86M. The position accounts for 0.05% of the portfolio, ranked #205.

Apella Capital first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. 2,615 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Apella Capital held 10,259 shares of Broadcom worth $3.86M as of Q3 2026.
  • Apella Capital bought 1,199 Broadcom shares in Q3 2026, an estimated $451K.
  • Broadcom made up 0.05% of Apella Capital's portfolio in Q3 2026, its #205 holding.
  • Apella Capital first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.