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) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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. 857 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.
857 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.