Cedar Mountain Advisors
AVGO icon

Cedar Mountain Advisors’s Broadcom AVGO Stock Holding History

Cedar Mountain Advisors’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 		$148K Sell
422
-12
-3% -$4.52K 0.03% 86
2026
Q2 		$164K Buy
434
+4
+0.9% +$1.6K 0.03% 81
2026
Q1 		$133K Buy
430
+114
+36% +$37.5K 0.03% 76
2025
Q4 		$109K Sell
316
-4
-1% -$1.43K 0.02% 78
2025
Q3 		$106K Buy
320
+149
+87% +$45.7K 0.02% 78
2025
Q2 		$47.1K Buy
171
+100
+141% +$21.7K 0.01% 101
2025
Q1 		$11.9K Sell
71
-5
-7% -$1.06K ﹤0.01% 189
2024
Q4 		$17.6K Sell
76
-14
-16% -$2.59K ﹤0.01% 165
2024
Q3 		$15.5K Hold
90
– – ﹤0.01% 173
2024
Q2 		$14.4K Buy
90
+70
+350% +$9.8K ﹤0.01% 165
2024
Q1 		$2.65K Hold
20
– – ﹤0.01% 263
2023
Q4 		$2.23K Buy
+20
New +$1.89K ﹤0.01% 259

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

Cedar Mountain Advisors's AVGO Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Broadcom (AVGO) stake by 2.8% in Q3 2026, selling an estimated $4.52K and leaving 422 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #86.

Cedar Mountain Advisors first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $164K in Q2 2026. 1,579 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Cedar Mountain Advisors held 422 shares of Broadcom worth $148K as of Q3 2026.
  • Cedar Mountain Advisors sold 12 Broadcom shares in Q3 2026, an estimated $4.52K.
  • Broadcom made up 0.03% of Cedar Mountain Advisors's portfolio in Q3 2026, its #86 holding.
  • Cedar Mountain Advisors first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Cedar Mountain Advisors's Broadcom position peaked at $164K in Q2 2026.
  • 1,579 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.