Cove Private Wealth
AVGO icon

Cove Private Wealth’s Broadcom AVGO Stock Holding History

Cove Private Wealth’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 		$10.1M Buy
28,813
+982
+4% +$370K 1.78% 13
2026
Q2 		$10.5M Sell
27,831
-14
-0.1% -$5.61K 2.03% 11
2026
Q1 		$8.62M Buy
27,845
+1,117
+4% +$368K 1.96% 9
2025
Q4 		$9.25M Sell
26,728
-43
-0.2% -$15.4K 2.75% 8
2025
Q3 		$8.83M Buy
26,771
+10
+0% +$3.07K 2.8% 8
2025
Q2 		$7.38M Buy
26,761
+3,121
+13% +$678K 2.6% 7
2025
Q1 		$3.96M Buy
23,640
+140
+0.6% +$29.6K 2.08% 9
2024
Q4 		$5.45M Hold
23,500
– – 3.27% 5
2024
Q3 		$4.05M Hold
23,500
– – 3.15% 5
2024
Q2 		$3.77M Hold
23,500
– – 3.02% 5
2024
Q1 		$3.11M Hold
23,500
– – 2.66% 6
2023
Q4 		$2.62M Buy
+23,500
New +$2.23M 2.49% 9

Other funds holding AVGO

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Cove Private Wealth's AVGO Position: Q3 2026 in Review

Cove Private Wealth increased its Broadcom (AVGO) stake by 3.5% in Q3 2026, buying an estimated $370K and bringing the position to 28,813 shares worth $10.1M. The position accounts for 1.78% of the portfolio, ranked #13.

Cove Private Wealth first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q2 2026. 2,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Cove Private Wealth held 28,813 shares of Broadcom worth $10.1M as of Q3 2026.
  • Cove Private Wealth bought 982 Broadcom shares in Q3 2026, an estimated $370K.
  • Broadcom made up 1.78% of Cove Private Wealth's portfolio in Q3 2026, its #13 holding.
  • Cove Private Wealth first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Cove Private Wealth's Broadcom position peaked at $10.5M in Q2 2026.
  • 2,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.