Cox Capital Management
AVGO icon

Cox Capital Management’s Broadcom AVGO Stock Holding History

Cox Capital Management’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 		$1.46M Sell
4,146
-25
-0.6% -$9.41K 0.82% 39
2026
Q2 		$1.58M Buy
+4,171
New +$1.67M 0.88% 34

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 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 $57.1B AUM 43.46% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cox Capital Management's AVGO Position: Q3 2026 in Review

Cox Capital Management reduced its Broadcom (AVGO) stake by 0.6% in Q3 2026, selling an estimated $9.41K and leaving 4,146 shares worth $1.46M. The position accounts for 0.82% of the portfolio, ranked #39.

Cox Capital Management first reported a position in AVGO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.58M in Q2 2026. 2,501 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Cox Capital Management held 4,146 shares of Broadcom worth $1.46M as of Q3 2026.
  • Cox Capital Management sold 25 Broadcom shares in Q3 2026, an estimated $9.41K.
  • Broadcom made up 0.82% of Cox Capital Management's portfolio in Q3 2026, its #39 holding.
  • Cox Capital Management first reported a position in Broadcom in Q2 2026 and has held it in 2 quarters since.
  • Cox Capital Management's Broadcom position peaked at $1.58M in Q2 2026.
  • 2,501 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.