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Conrad Siegel Investment Advisors’s Broadcom AVGO Stock Holding History

Conrad Siegel Investment 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 		$723K Buy
2,058
+16
+0.8% +$6.02K 0.12% 39
2026
Q2 		$771K Buy
2,042
+53
+3% +$21.3K 0.13% 39
2026
Q1 		$616K Sell
1,989
-181
-8% -$59.6K 0.11% 40
2025
Q4 		$751K Buy
2,170
+319
+17% +$114K 0.14% 35
2025
Q3 		$611K Buy
1,851
+66
+4% +$20.2K 0.13% 35
2025
Q2 		$492K Buy
1,785
+53
+3% +$11.5K 0.11% 36
2025
Q1 		$290K Buy
1,732
+3
+0.2% +$635 0.07% 41
2024
Q4 		$401K Buy
1,729
+270
+19% +$49.9K 0.11% 37
2024
Q3 		$252K Buy
+1,459
New +$234K 0.07% 39

Other funds holding AVGO

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
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
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Conrad Siegel Investment Advisors's AVGO Position: Q3 2026 in Review

Conrad Siegel Investment Advisors increased its Broadcom (AVGO) stake by 0.78% in Q3 2026, buying an estimated $6.02K and bringing the position to 2,058 shares worth $723K. The position accounts for 0.12% of the portfolio, ranked #39.

Conrad Siegel Investment Advisors first reported a position in AVGO in Q3 2024 and has held it in 9 quarters since. The position peaked at $771K in Q2 2026. 833 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Conrad Siegel Investment Advisors held 2,058 shares of Broadcom worth $723K as of Q3 2026.
  • Conrad Siegel Investment Advisors bought 16 Broadcom shares in Q3 2026, an estimated $6.02K.
  • Broadcom made up 0.12% of Conrad Siegel Investment Advisors's portfolio in Q3 2026, its #39 holding.
  • Conrad Siegel Investment Advisors first reported a position in Broadcom in Q3 2024 and has held it in 9 quarters since.
  • Conrad Siegel Investment Advisors's Broadcom position peaked at $771K in Q2 2026.
  • 833 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.