Castleview Partners
AVGO icon

Castleview Partners’s Broadcom AVGO Stock Holding History

Castleview Partners’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 		$782K Sell
2,227
-1,532
-41% -$577K 0.34% 68
2026
Q2 		$1.42M Buy
3,759
+22
+0.6% +$8.82K 0.62% 34
2026
Q1 		$1.16M Sell
3,737
-93
-2% -$30.6K 0.59% 37
2025
Q4 		$1.33M Buy
3,830
+1,544
+68% +$552K 0.66% 34
2025
Q3 		$754K Buy
+2,286
New +$701K 0.41% 51
2025
Q1 		– Sell
-299
Closed -$69.4K – 203
2024
Q4 		$69.4K Buy
299
+152
+103% +$28.1K 0.04% 290
2024
Q3 		$25.4K Buy
147
+17
+13% +$2.72K 0.01% 410
2024
Q2 		$20.9K Buy
130
+90
+225% +$12.6K 0.01% 434
2024
Q1 		$5.3K Hold
40
– – ﹤0.01% 625
2023
Q4 		$4.46K Hold
40
– – ﹤0.01% 593
2023
Q3 		$3.32K Sell
40
-210
-84% -$18.2K ﹤0.01% 516
2023
Q2 		$21.4K Buy
250
+10
+4% +$713 0.02% 350
2023
Q1 		$15.7K Hold
240
– – 0.01% 370
2022
Q4 		$13.6K Buy
240
+200
+500% +$10K 0.01% 330
2022
Q3 		$2K Sell
40
-7,610
-99% -$389K ﹤0.01% 522
2022
Q2 		$44.6K Buy
7,650
+7,610
+19,025% +$427K 0.04% 320
2022
Q1 		$2K Buy
+40
New +$2.38K ﹤0.01% 630
2021
Q2 		$8K Buy
+160
New +$7.41K ﹤0.01% 731

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Castleview Partners's AVGO Position: Q3 2026 in Review

Castleview Partners reduced its Broadcom (AVGO) stake by 41% in Q3 2026, selling an estimated $577K and leaving 2,227 shares worth $782K. The position accounts for 0.34% of the portfolio, ranked #68.

Castleview Partners first reported a position in AVGO in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.42M in Q2 2026. 1,224 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Castleview Partners held 2,227 shares of Broadcom worth $782K as of Q3 2026.
  • Castleview Partners sold 1,532 Broadcom shares in Q3 2026, an estimated $577K.
  • Broadcom made up 0.34% of Castleview Partners's portfolio in Q3 2026, its #68 holding.
  • Castleview Partners first reported a position in Broadcom in Q2 2021 and has held it in 18 quarters since.
  • Castleview Partners's Broadcom position peaked at $1.42M in Q2 2026.
  • 1,224 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.