BigSur Wealth Management’s Broadcom AVGO Stock Holding History

BigSur 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	$3.57M	Buy	10,156 +1,000	+11%	+$376K	0.84%	32
2026 Q2	$3.46M	Buy	9,156 +959	+12%	+$385K	0.83%	32
2026 Q1	$2.54M	Sell	8,197 -1,200	-13%	-$395K	0.71%	40
2025 Q4	$3.25M	Sell	9,397 -900	-9%	-$322K	0.79%	34
2025 Q3	$3.4M	Buy	10,297 +2,278	+28%	+$699K	0.83%	34
2025 Q2	$2.21M	Buy	8,019 +914	+13%	+$198K	0.56%	48
2025 Q1	$1.19M	Buy	7,105 +2,393	+51%	+$506K	0.32%	81
2024 Q4	$1.09M	Sell	4,712 -2,085	-31%	-$386K	0.31%	83
2024 Q3	$1.17M	Buy	6,797 +1,007	+17%	+$161K	0.32%	77
2024 Q2	$930K	Buy	+5,790	New	+$811K	0.28%	82

Other funds holding AVGO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

BigSur Wealth Management increased its Broadcom (AVGO) stake by 11% in Q3 2026, buying an estimated $376K and bringing the position to 10,156 shares worth $3.57M. The position accounts for 0.84% of the portfolio, ranked #32.

BigSur Wealth Management first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

BigSur Wealth Management held 10,156 shares of Broadcom worth $3.57M as of Q3 2026.
BigSur Wealth Management bought 1,000 Broadcom shares in Q3 2026, an estimated $376K.
Broadcom made up 0.84% of BigSur Wealth Management's portfolio in Q3 2026, its #32 holding.
BigSur Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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