Atticus Wealth Management
AVGO icon

Atticus Wealth Management’s Broadcom AVGO Stock Holding History

Atticus 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 		$3.7M Buy
10,530
+1,445
+16% +$544K 0.82% 20
2026
Q2 		$3.43M Sell
9,085
-84
-0.9% -$33.7K 0.82% 22
2026
Q1 		$2.84M Sell
9,169
-316
-3% -$104K 0.77% 24
2025
Q4 		$3.28M Sell
9,485
-47
-0.5% -$16.8K 0.81% 22
2025
Q3 		$3.14M Buy
9,532
+2,659
+39% +$816K 0.79% 25
2025
Q2 		$1.89M Buy
6,873
+4,040
+143% +$877K 0.51% 32
2025
Q1 		$474K Buy
2,833
+528
+23% +$112K 0.15% 75
2024
Q4 		$534K Sell
2,305
-57
-2% -$10.5K 0.17% 68
2024
Q3 		$407K Sell
2,362
-268
-10% -$43K 0.13% 79
2024
Q2 		$422K Sell
2,630
-370
-12% -$51.9K 0.14% 73
2024
Q1 		$398K Sell
3,000
-2,050
-41% -$254K 0.13% 79
2023
Q4 		$564K Sell
5,050
-180
-3% -$17K 0.2% 61
2023
Q3 		$434K Sell
5,230
-590
-10% -$51.1K 0.17% 81
2023
Q2 		$504K Buy
5,820
+2,500
+75% +$178K 0.19% 76
2023
Q1 		$213K Sell
3,320
-1,510
-31% -$90.8K 0.08% 128
2022
Q4 		$270K Sell
4,830
-260
-5% -$13K 0.11% 106
2022
Q3 		$247K Hold
5,090
– – 0.12% 105
2022
Q2 		$247K Sell
5,090
-340
-6% -$19.1K 0.1% 120
2022
Q1 		$342K Buy
5,430
+200
+4% +$11.9K 0.12% 105
2021
Q4 		$348K Buy
5,230
+1,930
+58% +$108K 0.14% 95
2021
Q3 		$160K Sell
3,300
-840
-20% -$40.8K 0.07% 119
2021
Q2 		$198K Buy
4,140
+120
+3% +$5.56K 0.09% 114
2021
Q1 		$186K Sell
4,020
-50
-1% -$2.31K 0.09% 113
2020
Q4 		$178K Buy
4,070
+10
+0.2% +$390 0.09% 107
2020
Q3 		$148K Buy
4,060
+3,760
+1,253% +$126K 0.09% 104
2020
Q2 		$9K Buy
300
+130
+76% +$3.64K 0.01% 251
2020
Q1 		$4K Hold
170
– – ﹤0.01% 258
2019
Q4 		$5K Buy
+170
New +$5.16K ﹤0.01% 259

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Atticus Wealth Management increased its Broadcom (AVGO) stake by 16% in Q3 2026, buying an estimated $544K and bringing the position to 10,530 shares worth $3.7M. The position accounts for 0.82% of the portfolio, ranked #20.

Atticus Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 28 quarters since. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Atticus Wealth Management held 10,530 shares of Broadcom worth $3.7M as of Q3 2026.
  • Atticus Wealth Management bought 1,445 Broadcom shares in Q3 2026, an estimated $544K.
  • Broadcom made up 0.82% of Atticus Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Atticus Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 28 quarters since.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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