Cooper/Haims Advisors
AVGO icon

Cooper/Haims Advisors’s Broadcom AVGO Stock Holding History

Cooper/Haims 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 		$535K Sell
1,524
-143
-9% -$53.8K 0.23% 51
2026
Q2 		$630K Buy
1,667
+141
+9% +$56.5K 0.27% 45
2026
Q1 		$472K Buy
1,526
+279
+22% +$91.8K 0.22% 48
2025
Q4 		$432K Sell
1,247
-168
-12% -$60.1K 0.2% 52
2025
Q3 		$467K Buy
1,415
+101
+8% +$31K 0.22% 49
2025
Q2 		$362K Buy
+1,314
New +$285K 0.18% 51
2025
Q1 		– Sell
-993
Closed -$230K – 80
2024
Q4 		$230K Buy
+993
New +$184K 0.13% 69

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Cooper/Haims Advisors's AVGO Position: Q3 2026 in Review

Cooper/Haims Advisors reduced its Broadcom (AVGO) stake by 8.6% in Q3 2026, selling an estimated $53.8K and leaving 1,524 shares worth $535K. The position accounts for 0.23% of the portfolio, ranked #51.

Cooper/Haims Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Cooper/Haims Advisors held 1,524 shares of Broadcom worth $535K as of Q3 2026.
  • Cooper/Haims Advisors sold 143 Broadcom shares in Q3 2026, an estimated $53.8K.
  • Broadcom made up 0.23% of Cooper/Haims Advisors's portfolio in Q3 2026, its #51 holding.
  • Cooper/Haims Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Cooper/Haims Advisors's Broadcom position peaked at $630K in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.