Cranbrook Wealth Management
AVGO icon

Cranbrook Wealth Management’s Broadcom AVGO Stock Holding History

Cranbrook Wealth 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 		$139K Buy
396
+64
+19% +$24.1K 0.03% 143
2026
Q2 		$125K Sell
332
-23
-6% -$9.22K 0.02% 146
2026
Q1 		$110K Hold
355
– – 0.02% 152
2025
Q4 		$123K Hold
355
– – 0.02% 150
2025
Q3 		$117K Sell
355
-54
-13% -$16.6K 0.02% 155
2025
Q2 		$113K Buy
409
+54
+15% +$11.7K 0.02% 154
2025
Q1 		$59.4K Hold
355
– – 0.01% 178
2024
Q4 		$82.3K Buy
355
+25
+8% +$4.62K 0.02% 165
2024
Q3 		$56.9K Buy
330
+180
+120% +$28.9K 0.01% 183
2024
Q2 		$24.1K Hold
150
– – 0.01% 214
2024
Q1 		$19.9K Hold
150
– – 0.01% 198
2023
Q4 		$16.7K Hold
150
– – ﹤0.01% 210
2023
Q3 		$12.5K Hold
150
– – ﹤0.01% 218
2023
Q2 		$13K Hold
150
– – ﹤0.01% 216
2023
Q1 		$9.6K Hold
150
– – ﹤0.01% 227
2022
Q4 		$8.39K Hold
150
– – ﹤0.01% 228
2022
Q3 		$7K Hold
150
– – ﹤0.01% 251
2022
Q2 		$7K Sell
150
-370
-71% -$20.8K ﹤0.01% 254
2022
Q1 		$33K Hold
520
– – 0.01% 213
2021
Q4 		$35K Hold
520
– – 0.01% 205
2021
Q3 		$25K Buy
520
+150
+41% +$7.3K 0.01% 232
2021
Q2 		$18K Sell
370
-60
-14% -$2.78K ﹤0.01% 245
2021
Q1 		$20K Buy
430
+350
+438% +$16.2K ﹤0.01% 248
2020
Q4 		$4K Buy
+80
New +$3.12K ﹤0.01% 281

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cranbrook Wealth Management's AVGO Position: Q3 2026 in Review

Cranbrook Wealth Management increased its Broadcom (AVGO) stake by 19% in Q3 2026, buying an estimated $24.1K and bringing the position to 396 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #143.

Cranbrook Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 24 quarters since. 3,217 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Cranbrook Wealth Management held 396 shares of Broadcom worth $139K as of Q3 2026.
  • Cranbrook Wealth Management bought 64 Broadcom shares in Q3 2026, an estimated $24.1K.
  • Broadcom made up 0.03% of Cranbrook Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Cranbrook Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 24 quarters since.
  • 3,217 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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