Aspiriant LLC
AVGO icon

Aspiriant LLC’s Broadcom AVGO Stock Holding History

Aspiriant LLC’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 		$2.81M Sell
8,007
-4,388
-35% -$1.65M 0.07% 89
2026
Q2 		$4.68M Buy
12,395
+1,975
+19% +$792K 0.12% 78
2026
Q1 		$3.23M Sell
10,420
-1,596
-13% -$525K 0.09% 88
2025
Q4 		$4.16M Buy
12,016
+1,872
+18% +$669K 0.12% 78
2025
Q3 		$3.35M Sell
10,144
-936
-8% -$287K 0.1% 82
2025
Q2 		$3.05M Buy
11,080
+735
+7% +$160K 0.1% 85
2025
Q1 		$1.73M Sell
10,345
-1,132
-10% -$240K 0.06% 102
2024
Q4 		$2.66M Buy
11,477
+672
+6% +$124K 0.1% 83
2024
Q3 		$1.86M Buy
10,805
+2,525
+30% +$405K 0.07% 97
2024
Q2 		$1.33M Sell
8,280
-2,540
-23% -$356K 0.05% 119
2024
Q1 		$1.43M Buy
10,820
+580
+6% +$71.9K 0.06% 117
2023
Q4 		$1.14M Sell
10,240
-140
-1% -$13.3K 0.05% 136
2023
Q3 		$862K Buy
10,380
+1,820
+21% +$158K 0.04% 146
2023
Q2 		$743K Buy
8,560
+1,000
+13% +$71.3K 0.04% 152
2023
Q1 		$485K Buy
7,560
+190
+3% +$11.4K 0.03% 179
2022
Q4 		$412K Buy
7,370
+410
+6% +$20.6K 0.02% 191
2022
Q3 		$308K Buy
6,960
+430
+7% +$22K 0.02% 208
2022
Q2 		$317K Sell
6,530
-540
-8% -$30.3K 0.02% 206
2022
Q1 		$444K Sell
7,070
-50
-0.7% -$2.97K 0.02% 184
2021
Q4 		$474K Buy
7,120
+560
+9% +$31.5K 0.03% 178
2021
Q3 		$318K Sell
6,560
-510
-7% -$24.8K 0.02% 190
2021
Q2 		$338K Buy
7,070
+590
+9% +$27.3K 0.02% 189
2021
Q1 		$300K Sell
6,480
-20
-0.3% -$925 0.02% 179
2020
Q4 		$284K Buy
6,500
+270
+4% +$10.5K 0.02% 176
2020
Q3 		$227K Buy
+6,230
New +$209K 0.02% 201

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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

Aspiriant LLC's AVGO Position: Q3 2026 in Review

Aspiriant LLC reduced its Broadcom (AVGO) stake by 35% in Q3 2026, selling an estimated $1.65M and leaving 8,007 shares worth $2.81M. The position accounts for 0.07% of the portfolio, ranked #89.

Aspiriant LLC first reported a position in AVGO in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.68M in Q2 2026. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Aspiriant LLC held 8,007 shares of Broadcom worth $2.81M as of Q3 2026.
  • Aspiriant LLC sold 4,388 Broadcom shares in Q3 2026, an estimated $1.65M.
  • Broadcom made up 0.07% of Aspiriant LLC's portfolio in Q3 2026, its #89 holding.
  • Aspiriant LLC first reported a position in Broadcom in Q3 2020 and has held it in 25 quarters since.
  • Aspiriant LLC's Broadcom position peaked at $4.68M in Q2 2026.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.