Counterpoint Mutual Funds’s Broadcom AVGO Stock Holding History

Counterpoint Mutual Funds’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	$589K	Sell	1,676 -136	-8%	-$51.2K	0.05%	163
2026 Q2	$684K	Hold	1,812	–	–	0.07%	122
2026 Q1	$561K	Buy	1,812 +360	+25%	+$118K	0.08%	138
2025 Q4	$503K	Sell	1,452 -52	-3%	-$18.6K	0.04%	148
2025 Q3	$496K	Buy	+1,504	New	+$461K	0.04%	150
2023 Q2	–	Sell	-1,770	Closed	-$114K	–	305
2023 Q1	$114K	Buy	+1,770	New	+$106K	0.1%	88
2022 Q2	–	Sell	-1,060	Closed	-$67K	–	252
2022 Q1	$67K	Buy	+1,060	New	+$63K	0.05%	100

Other funds holding AVGO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Counterpoint Mutual Funds's AVGO Position: Q3 2026 in Review

Counterpoint Mutual Funds reduced its Broadcom (AVGO) stake by 7.5% in Q3 2026, selling an estimated $51.2K and leaving 1,676 shares worth $589K. The position accounts for 0.05% of the portfolio, ranked #163.

Counterpoint Mutual Funds first reported a position in AVGO in Q1 2022 and has held it in 7 quarters since. The position peaked at $684K in Q2 2026. 1,701 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Counterpoint Mutual Funds held 1,676 shares of Broadcom worth $589K as of Q3 2026.
Counterpoint Mutual Funds sold 136 Broadcom shares in Q3 2026, an estimated $51.2K.
Broadcom made up 0.05% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #163 holding.
Counterpoint Mutual Funds first reported a position in Broadcom in Q1 2022 and has held it in 7 quarters since.
Counterpoint Mutual Funds's Broadcom position peaked at $684K in Q2 2026.
1,701 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.