Cornerstone Advisory’s Broadcom AVGO Stock Holding History

Cornerstone 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	$3.17M	Buy	9,031 +820	+10%	+$309K	0.25%	67
2026 Q2	$3.1M	Buy	8,211 +551	+7%	+$221K	0.26%	66
2026 Q1	$2.37M	Buy	7,660 +581	+8%	+$191K	0.22%	69
2025 Q4	$2.45M	Buy	7,079 +150	+2%	+$53.6K	0.23%	67
2025 Q3	$2.29M	Sell	6,929 -166	-2%	-$50.9K	0.22%	62
2025 Q2	$1.96M	Buy	7,095 +103	+1%	+$22.4K	0.21%	67
2025 Q1	$1.4M	Buy	6,992 +1,754	+33%	+$371K	0.16%	72
2024 Q4	$1.22M	Buy	5,238 +785	+18%	+$145K	0.14%	83
2024 Q3	$768K	Buy	4,453 +193	+5%	+$30.9K	0.1%	101
2024 Q2	$684K	Sell	4,260 -2,880	-40%	-$404K	0.1%	103
2024 Q1	$946K	Buy	7,140 +500	+8%	+$62K	0.13%	89
2023 Q4	$741K	Sell	6,640 -1,050	-14%	-$99.4K	0.12%	107
2023 Q3	$639K	Buy	7,690 +140	+2%	+$12.1K	0.11%	110
2023 Q2	$654K	Buy	7,550 +340	+5%	+$24.2K	0.12%	116
2023 Q1	$462K	Sell	7,210 -1,270	-15%	-$76.4K	0.08%	137
2022 Q4	$474K	Buy	8,480 +190	+2%	+$9.5K	0.09%	128
2022 Q3	$368K	Hold	8,290	–	–	0.08%	138
2022 Q2	$403K	Sell	8,290 -8,700	-51%	-$488K	0.09%	126
2022 Q1	$1.07M	Buy	16,990 +3,780	+29%	+$225K	0.16%	100
2021 Q4	$880K	Sell	13,210 -960	-7%	-$54K	0.13%	123
2021 Q3	$688K	Buy	14,170 +1,530	+12%	+$74.4K	0.11%	142
2021 Q2	$603K	Buy	12,640 +440	+4%	+$20.4K	0.1%	144
2021 Q1	$566K	Buy	+12,200	New	+$564K	0.11%	142
2020 Q4	–	Sell	-38,140	Closed	-$1.39M	–	207
2020 Q3	$1.39M	Buy	+38,140	New	+$1.28M	0.32%	60

Other funds holding AVGO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Cornerstone Advisory's AVGO Position: Q3 2026 in Review

Cornerstone Advisory increased its Broadcom (AVGO) stake by 10% in Q3 2026, buying an estimated $309K and bringing the position to 9,031 shares worth $3.17M. The position accounts for 0.25% of the portfolio, ranked #67.

Cornerstone Advisory first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 3,020 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Cornerstone Advisory held 9,031 shares of Broadcom worth $3.17M as of Q3 2026.
Cornerstone Advisory bought 820 Broadcom shares in Q3 2026, an estimated $309K.
Broadcom made up 0.25% of Cornerstone Advisory's portfolio in Q3 2026, its #67 holding.
Cornerstone Advisory first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
3,020 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.