Caldwell Trust
AVGO icon

Caldwell Trust’s Broadcom AVGO Stock Holding History

Caldwell Trust’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 		$9.9M Buy
28,106
+423
+2% +$159K 0.78% 37
2026
Q2 		$10.5M Sell
27,683
-57
-0.2% -$22.9K 0.85% 32
2026
Q1 		$8.59M Sell
27,740
-77
-0.3% -$25.3K 0.77% 38
2025
Q4 		$9.6M Sell
27,817
-104
-0.4% -$37.2K 0.86% 33
2025
Q3 		$9.21M Sell
27,921
-418
-1% -$128K 0.86% 29
2025
Q2 		$7.81M Sell
28,339
-1,392
-5% -$302K 0.78% 33
2025
Q1 		$4.98M Sell
29,731
-2,819
-9% -$597K 0.53% 45
2024
Q4 		$7.55M Sell
32,550
-35
-0.1% -$6.47K 0.79% 34
2024
Q3 		$5.62M Buy
32,585
+565
+2% +$90.6K 0.59% 42
2024
Q2 		$5.14M Buy
32,020
+4,180
+15% +$586K 0.57% 42
2024
Q1 		$3.69M Buy
27,840
+1,040
+4% +$129K 0.43% 54
2023
Q4 		$2.99M Buy
26,800
+360
+1% +$34.1K 0.38% 61
2023
Q3 		$2.2M Buy
26,440
+1,030
+4% +$89.3K 0.3% 77
2023
Q2 		$2.2M Buy
25,410
+1,390
+6% +$99.1K 0.29% 74
2023
Q1 		$1.54M Buy
24,020
+1,930
+9% +$116K 0.21% 106
2022
Q4 		$1.24M Sell
22,090
-640
-3% -$32.1K 0.17% 118
2022
Q3 		$1.01M Buy
22,730
+970
+4% +$49.6K 0.15% 126
2022
Q2 		$1.06M Hold
21,760
– – 0.15% 123
2022
Q1 		$1.37M Hold
21,760
– – 0.16% 116
2021
Q4 		$1.45M Buy
21,760
+70
+0.3% +$3.94K 0.17% 111
2021
Q3 		$1.05M Buy
21,690
+160
+0.7% +$7.78K 0.13% 129
2021
Q2 		$1.03M Hold
21,530
– – 0.13% 131
2021
Q1 		$998K Hold
21,530
– – 0.14% 127
2020
Q4 		$943K Hold
21,530
– – 0.14% 121
2020
Q3 		$784K Sell
21,530
-280
-1% -$9.38K 0.13% 124
2020
Q2 		$688K Hold
21,810
– – 0.12% 136
2020
Q1 		$517K Hold
21,810
– – 0.1% 154
2019
Q4 		$689K Buy
+21,810
New +$662K 0.11% 153

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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 $57.1B AUM 43.46% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Caldwell Trust's AVGO Position: Q3 2026 in Review

Caldwell Trust increased its Broadcom (AVGO) stake by 1.5% in Q3 2026, buying an estimated $159K and bringing the position to 28,106 shares worth $9.9M. The position accounts for 0.78% of the portfolio, ranked #37.

Caldwell Trust first reported a position in AVGO in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.5M in Q2 2026. 2,501 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Caldwell Trust held 28,106 shares of Broadcom worth $9.9M as of Q3 2026.
  • Caldwell Trust bought 423 Broadcom shares in Q3 2026, an estimated $159K.
  • Broadcom made up 0.78% of Caldwell Trust's portfolio in Q3 2026, its #37 holding.
  • Caldwell Trust first reported a position in Broadcom in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Broadcom position peaked at $10.5M in Q2 2026.
  • 2,501 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.