Cooper Financial Group
AVGO icon

Cooper Financial Group’s Broadcom AVGO Stock Holding History

Cooper Financial Group’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 		$23.3M Buy
66,368
+2,403
+4% +$905K 1.86% 12
2026
Q2 		$24.2M Sell
63,965
-628
-1% -$252K 2% 9
2026
Q1 		$20M Buy
64,593
+2,198
+4% +$723K 2.02% 10
2025
Q4 		$21.6M Buy
62,395
+7,581
+14% +$2.71M 2.3% 10
2025
Q3 		$18.1M Sell
54,814
-1,557
-3% -$478K 2% 11
2025
Q2 		$15.5M Sell
56,371
-2,872
-5% -$624K 1.83% 12
2025
Q1 		$9.9M Buy
59,243
+768
+1% +$163K 1.31% 14
2024
Q4 		$13.6M Buy
58,475
+3,861
+7% +$714K 1.63% 14
2024
Q3 		$9.42M Buy
54,614
+10,224
+23% +$1.64M 1.22% 16
2024
Q2 		$7.13M Sell
44,390
-4,400
-9% -$617K 1.05% 20
2024
Q1 		$6.47M Buy
48,790
+4,040
+9% +$501K 1.06% 20
2023
Q4 		$4.99M Sell
44,750
-690
-2% -$65.3K 0.91% 24
2023
Q3 		$3.77M Buy
45,440
+3,580
+9% +$310K 0.91% 22
2023
Q2 		$3.63M Sell
41,860
-2,810
-6% -$200K 0.9% 20
2023
Q1 		$2.87M Buy
44,670
+2,580
+6% +$155K 0.77% 22
2022
Q4 		$2.35M Buy
42,090
+1,120
+3% +$56.2K 0.72% 28
2022
Q3 		$1.82M Buy
40,970
+30,500
+291% +$1.56M 0.65% 34
2022
Q2 		$509K Buy
10,470
+430
+4% +$24.1K 0.18% 125
2022
Q1 		$632K Buy
10,040
+180
+2% +$10.7K 0.24% 99
2021
Q4 		$656K Sell
9,860
-3,220
-25% -$181K 0.25% 95
2021
Q3 		$634K Buy
13,080
+590
+5% +$28.7K 0.13% 108
2021
Q2 		$595K Buy
12,490
+440
+4% +$20.4K 0.12% 107
2021
Q1 		$559K Sell
12,050
-6,300
-34% -$291K 0.13% 114
2020
Q4 		$803K Buy
18,350
+6,120
+50% +$239K 0.16% 108
2020
Q3 		$446K Buy
+12,230
New +$410K 0.13% 114

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cooper Financial Group's AVGO Position: Q3 2026 in Review

Cooper Financial Group increased its Broadcom (AVGO) stake by 3.8% in Q3 2026, buying an estimated $905K and bringing the position to 66,368 shares worth $23.3M. The position accounts for 1.86% of the portfolio, ranked #12.

Cooper Financial Group first reported a position in AVGO in Q3 2020 and has held it in 25 quarters since. The position peaked at $24.2M in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Cooper Financial Group held 66,368 shares of Broadcom worth $23.3M as of Q3 2026.
  • Cooper Financial Group bought 2,403 Broadcom shares in Q3 2026, an estimated $905K.
  • Broadcom made up 1.86% of Cooper Financial Group's portfolio in Q3 2026, its #12 holding.
  • Cooper Financial Group first reported a position in Broadcom in Q3 2020 and has held it in 25 quarters since.
  • Cooper Financial Group's Broadcom position peaked at $24.2M in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.