C1AG
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Client 1st Advisory Group’s Broadcom AVGO Stock Holding History

Client 1st Advisory Group’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 		$1.12M Sell
3,187
-587
-16% -$221K 0.29% 49
2026
Q2 		$1.43M Buy
3,774
+571
+18% +$229K 0.37% 41
2026
Q1 		$991K Buy
3,203
+242
+8% +$79.6K 0.3% 43
2025
Q4 		$1.02M Buy
2,961
+1,206
+69% +$431K 0.32% 43
2025
Q3 		$579K Buy
1,755
+110
+7% +$33.7K 0.19% 63
2025
Q2 		$453K Buy
1,645
+1
+0.1% +$217 0.16% 69
2025
Q1 		$275K Buy
1,644
+2
+0.1% +$423 0.11% 99
2024
Q4 		$381K Buy
1,642
+31
+2% +$5.73K 0.15% 77
2024
Q3 		$278K Buy
+1,611
New +$258K 0.11% 99

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

Client 1st Advisory Group's AVGO Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Broadcom (AVGO) stake by 16% in Q3 2026, selling an estimated $221K and leaving 3,187 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #49.

Client 1st Advisory Group first reported a position in AVGO in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q2 2026. 1,167 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Client 1st Advisory Group held 3,187 shares of Broadcom worth $1.12M as of Q3 2026.
  • Client 1st Advisory Group sold 587 Broadcom shares in Q3 2026, an estimated $221K.
  • Broadcom made up 0.29% of Client 1st Advisory Group's portfolio in Q3 2026, its #49 holding.
  • Client 1st Advisory Group first reported a position in Broadcom in Q3 2024 and has held it in 9 quarters since.
  • Client 1st Advisory Group's Broadcom position peaked at $1.43M in Q2 2026.
  • 1,167 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.