Capital Advantage
AVGO icon

Capital Advantage’s Broadcom AVGO Stock Holding History

Capital Advantage’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 		$245K Hold
697
– – 0.03% 147
2026
Q2 		$263K Sell
697
-42
-6% -$16.8K 0.03% 138
2026
Q1 		$229K Sell
739
-1
-0.1% -$329 0.03% 139
2025
Q4 		$256K Buy
740
+66
+10% +$23.6K 0.03% 132
2025
Q3 		$222K Buy
+674
New +$207K 0.03% 136
2025
Q2 		– Sell
-1,059
Closed -$245K – 140
2025
Q1 		$245K Hold
1,059
– – 0.04% 124
2024
Q4 		$245K Buy
+1,059
New +$196K 0.04% 124

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Capital Advantage's AVGO Position: Q3 2026 in Review

Capital Advantage held its Broadcom (AVGO) position steady in Q3 2026 at 697 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #147.

Capital Advantage first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q2 2026. 1,701 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Capital Advantage held 697 shares of Broadcom worth $245K as of Q3 2026.
  • Capital Advantage left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.03% of Capital Advantage's portfolio in Q3 2026, its #147 holding.
  • Capital Advantage first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Capital Advantage's Broadcom position peaked at $263K in Q2 2026.
  • 1,701 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.