Colonial Trust Advisors
AVGO icon

Colonial Trust Advisors’s Broadcom AVGO Stock Holding History

Colonial Trust 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 		$3.57M Sell
10,176
-27
-0.3% -$10.2K 0.25% 80
2026
Q2 		$3.85M Buy
10,203
+47
+0.5% +$18.8K 0.27% 80
2026
Q1 		$3.14M Sell
10,156
-356
-3% -$117K 0.24% 83
2025
Q4 		$3.64M Buy
10,512
+1,390
+15% +$497K 0.27% 81
2025
Q3 		$3.01M Buy
9,122
+78
+0.9% +$23.9K 0.23% 86
2025
Q2 		$2.49M Buy
9,044
+668
+8% +$145K 0.21% 90
2025
Q1 		$1.4M Buy
8,376
+5,172
+161% +$1.09M 0.12% 101
2024
Q4 		$743K Sell
3,204
-20
-0.6% -$3.7K 0.07% 124
2024
Q3 		$556K Buy
3,224
+2,164
+204% +$347K 0.05% 140
2024
Q2 		$170K Sell
1,060
-100
-9% -$14K 0.02% 196
2024
Q1 		$154K Buy
1,160
+300
+35% +$37.2K 0.02% 203
2023
Q4 		$96K Buy
860
+10
+1% +$947 0.01% 244
2023
Q3 		$70.6K Buy
850
+10
+1% +$867 0.01% 288
2023
Q2 		$72.9K Hold
840
– – 0.01% 290
2023
Q1 		$53.9K Buy
840
+30
+4% +$1.8K 0.01% 324
2022
Q4 		$45.3K Sell
810
-10
-1% -$501 0.01% 341
2022
Q3 		$36K Buy
+820
New +$41.9K ﹤0.01% 239

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Colonial Trust Advisors's AVGO Position: Q3 2026 in Review

Colonial Trust Advisors reduced its Broadcom (AVGO) stake by 0.26% in Q3 2026, selling an estimated $10.2K and leaving 10,176 shares worth $3.57M. The position accounts for 0.25% of the portfolio, ranked #80.

Colonial Trust Advisors first reported a position in AVGO in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.85M in Q2 2026. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Colonial Trust Advisors held 10,176 shares of Broadcom worth $3.57M as of Q3 2026.
  • Colonial Trust Advisors sold 27 Broadcom shares in Q3 2026, an estimated $10.2K.
  • Broadcom made up 0.25% of Colonial Trust Advisors's portfolio in Q3 2026, its #80 holding.
  • Colonial Trust Advisors first reported a position in Broadcom in Q3 2022 and has held it in 17 quarters since.
  • Colonial Trust Advisors's Broadcom position peaked at $3.85M in Q2 2026.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.