Badgley Phelps Wealth Managers
AVGO icon

Badgley Phelps Wealth Managers’s Broadcom AVGO Stock Holding History

Badgley Phelps Wealth Managers’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 		$71.9M Sell
204,618
-1,809
-0.9% -$681K 1.24% 22
2026
Q2 		$78M Buy
206,427
+2,921
+1% +$1.17M 1.37% 19
2026
Q1 		$63M Buy
203,506
+16,604
+9% +$5.46M 1.25% 21
2025
Q4 		$64.7M Buy
186,902
+10,039
+6% +$3.59M 1.18% 22
2025
Q3 		$58.3M Buy
176,863
+41,321
+30% +$12.7M 1.23% 22
2025
Q2 		$37.4M Buy
135,542
+82,916
+158% +$18M 0.83% 32
2025
Q1 		$8.81M Buy
52,626
+37,018
+237% +$7.83M 0.21% 111
2024
Q4 		$3.62M Buy
15,608
+2,897
+23% +$536K 0.08% 127
2024
Q3 		$2.19M Buy
12,711
+3,081
+32% +$494K 0.05% 144
2024
Q2 		$1.55M Buy
9,630
+900
+10% +$126K 0.04% 149
2024
Q1 		$1.16M Buy
8,730
+410
+5% +$50.8K 0.03% 159
2023
Q4 		$929K Buy
8,320
+410
+5% +$38.8K 0.03% 164
2023
Q3 		$657K Sell
7,910
-110
-1% -$9.5K 0.02% 161
2023
Q2 		$696K Sell
8,020
-40
-0.5% -$2.85K 0.02% 166
2023
Q1 		$517K Buy
8,060
+2,260
+39% +$136K 0.02% 153
2022
Q4 		$324K Sell
5,800
-700
-11% -$35.1K 0.01% 173
2022
Q3 		$289K Sell
6,500
-120
-2% -$6.13K 0.01% 165
2022
Q2 		$322K Buy
6,620
+180
+3% +$10.1K 0.01% 165
2022
Q1 		$406K Hold
6,440
– – 0.01% 166
2021
Q4 		$429K Sell
6,440
-480
-7% -$27K 0.01% 167
2021
Q3 		$336K Buy
+6,920
New +$337K 0.01% 174

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Badgley Phelps Wealth Managers's AVGO Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Broadcom (AVGO) stake by 0.88% in Q3 2026, selling an estimated $681K and leaving 204,618 shares worth $71.9M. The position accounts for 1.24% of the portfolio, ranked #22.

Badgley Phelps Wealth Managers first reported a position in AVGO in Q3 2021 and has held it in 21 quarters since. The position peaked at $78M in Q2 2026. 3,243 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Badgley Phelps Wealth Managers held 204,618 shares of Broadcom worth $71.9M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 1,809 Broadcom shares in Q3 2026, an estimated $681K.
  • Broadcom made up 1.24% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #22 holding.
  • Badgley Phelps Wealth Managers first reported a position in Broadcom in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's Broadcom position peaked at $78M in Q2 2026.
  • 3,243 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.