Bell Asset Management
AVGO icon

Bell Asset Management’s Broadcom AVGO Stock Holding History

Bell Asset 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 		$10.8M Sell
30,680
-9,312
-23% -$3.51M 3.89% 5
2026
Q2 		$15.1M Sell
39,992
-716
-2% -$287K 4.03% 5
2026
Q1 		$12.6M Buy
40,708
+7,656
+23% +$2.52M 3.71% 6
2025
Q4 		$11.5M Buy
33,052
+11,931
+56% +$4.27M 3.07% 6
2025
Q3 		$6.97M Sell
21,121
-11,033
-34% -$3.38M 1.9% 9
2025
Q2 		$8.86M Sell
32,154
-21,705
-40% -$4.71M 1.95% 8
2025
Q1 		$9.02M Buy
53,859
+15,267
+40% +$3.23M 1.66% 15
2024
Q4 		$8.95M Buy
+38,592
New +$7.14M 1.63% 15

Other funds holding AVGO

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Bell Asset Management's AVGO Position: Q3 2026 in Review

Bell Asset Management reduced its Broadcom (AVGO) stake by 23% in Q3 2026, selling an estimated $3.51M and leaving 30,680 shares worth $10.8M. The position accounts for 3.89% of the portfolio, ranked #5.

Bell Asset Management first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.1M in Q2 2026. 2,319 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Bell Asset Management held 30,680 shares of Broadcom worth $10.8M as of Q3 2026.
  • Bell Asset Management sold 9,312 Broadcom shares in Q3 2026, an estimated $3.51M.
  • Broadcom made up 3.89% of Bell Asset Management's portfolio in Q3 2026, its #5 holding.
  • Bell Asset Management first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • Bell Asset Management's Broadcom position peaked at $15.1M in Q2 2026.
  • 2,319 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Bell Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.