CT
AVGO icon

Coastline Trust’s Broadcom AVGO Stock Holding History

Coastline 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 		$3.49M Sell
9,936
-1,586
-14% -$597K 0.33% 58
2026
Q2 		$4.35M Sell
11,522
-91
-0.8% -$36.5K 0.39% 48
2026
Q1 		$3.59M Sell
11,613
-300
-3% -$98.7K 0.36% 48
2025
Q4 		$4.12M Buy
11,913
+5,975
+101% +$2.14M 0.39% 44
2025
Q3 		$1.96M Buy
5,938
+618
+12% +$190K 0.21% 83
2025
Q2 		$1.47M Sell
5,320
-803
-13% -$174K 0.17% 98
2025
Q1 		$1.03M Buy
6,123
+2,075
+51% +$439K 0.13% 123
2024
Q4 		$938K Buy
4,048
+191
+5% +$35.3K 0.11% 130
2024
Q3 		$665K Sell
3,857
-5,193
-57% -$833K 0.08% 149
2024
Q2 		$1.45M Buy
9,050
+740
+9% +$104K 0.17% 112
2024
Q1 		$1.1M Sell
8,310
-1,020
-11% -$126K 0.13% 132
2023
Q4 		$1.04M Buy
9,330
+590
+7% +$55.9K 0.14% 139
2023
Q3 		$726K Buy
8,740
+1,460
+20% +$127K 0.11% 163
2023
Q2 		$631K Buy
7,280
+420
+6% +$30K 0.09% 184
2023
Q1 		$440K Hold
6,860
– – 0.07% 224
2022
Q4 		$384K Buy
6,860
+1,300
+23% +$65.2K 0.06% 232
2022
Q3 		$247K Buy
+5,560
New +$284K 0.04% 274
2018
Q3 		– Sell
-55,000
Closed -$1.33M – 335
2018
Q2 		$1.33M Hold
55,000
– – 0.2% 167
2018
Q1 		$1.3M Hold
55,000
– – 0.2% 162
2017
Q4 		$1.41M Buy
+55,000
New +$1.43M 0.21% 155

Other funds holding AVGO

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Coastline Trust's AVGO Position: Q3 2026 in Review

Coastline Trust reduced its Broadcom (AVGO) stake by 14% in Q3 2026, selling an estimated $597K and leaving 9,936 shares worth $3.49M. The position accounts for 0.33% of the portfolio, ranked #58.

Coastline Trust first reported a position in AVGO in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.35M in Q2 2026. 497 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Coastline Trust held 9,936 shares of Broadcom worth $3.49M as of Q3 2026.
  • Coastline Trust sold 1,586 Broadcom shares in Q3 2026, an estimated $597K.
  • Broadcom made up 0.33% of Coastline Trust's portfolio in Q3 2026, its #58 holding.
  • Coastline Trust first reported a position in Broadcom in Q4 2017 and has held it in 20 quarters since.
  • Coastline Trust's Broadcom position peaked at $4.35M in Q2 2026.
  • 497 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.