Consilium Wealth Advisory
AVGO icon

Consilium Wealth Advisory’s Broadcom AVGO Stock Holding History

Consilium Wealth Advisory’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 		$4.55M Buy
12,967
+254
+2% +$95.6K 1.35% 17
2026
Q2 		$4.8M Sell
12,713
-1,543
-11% -$619K 1.43% 18
2026
Q1 		$4.41M Buy
14,256
+1,906
+15% +$627K 1.51% 20
2025
Q4 		$4.27M Sell
12,350
-40
-0.3% -$14.3K 1.58% 19
2025
Q3 		$4.09M Sell
12,390
-539
-4% -$165K 1.58% 20
2025
Q2 		$3.56M Buy
12,929
+497
+4% +$108K 1.5% 17
2025
Q1 		$2.08M Sell
12,432
-4,800
-28% -$1.02M 1.04% 25
2024
Q4 		$4M Sell
17,232
-63
-0.4% -$11.7K 1.91% 18
2024
Q3 		$2.98M Buy
17,295
+1,245
+8% +$200K 1.63% 19
2024
Q2 		$2.58M Sell
16,050
-520
-3% -$72.9K 1.41% 21
2024
Q1 		$2.2M Buy
16,570
+7,550
+84% +$935K 1.24% 21
2023
Q4 		$1.01M Buy
9,020
+4,330
+92% +$410K 0.61% 30
2023
Q3 		$390K Buy
4,690
+490
+12% +$42.5K 0.27% 59
2023
Q2 		$364K Buy
+4,200
New +$300K 0.25% 63

Other funds holding AVGO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Consilium Wealth Advisory's AVGO Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Broadcom (AVGO) stake by 2% in Q3 2026, buying an estimated $95.6K and bringing the position to 12,967 shares worth $4.55M. The position accounts for 1.35% of the portfolio, ranked #17.

Consilium Wealth Advisory first reported a position in AVGO in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.8M in Q2 2026. 2,642 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Consilium Wealth Advisory held 12,967 shares of Broadcom worth $4.55M as of Q3 2026.
  • Consilium Wealth Advisory bought 254 Broadcom shares in Q3 2026, an estimated $95.6K.
  • Broadcom made up 1.35% of Consilium Wealth Advisory's portfolio in Q3 2026, its #17 holding.
  • Consilium Wealth Advisory first reported a position in Broadcom in Q2 2023 and has held it in 14 quarters since.
  • Consilium Wealth Advisory's Broadcom position peaked at $4.8M in Q2 2026.
  • 2,642 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.