Crown Wealth Group’s Broadcom AVGO Stock Holding History

Crown Wealth Group’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	$2.28M	Sell	6,480 -211	-3%	-$79.4K	0.56%	29
2026 Q2	$2.53M	Buy	6,691 +160	+2%	+$64.2K	0.64%	29
2026 Q1	$2.02M	Buy	6,531 +131	+2%	+$43.1K	0.59%	30
2025 Q4	$2.22M	Buy	6,400 +460	+8%	+$164K	0.62%	33
2025 Q3	$1.96M	Buy	5,940 +513	+9%	+$157K	0.59%	30
2025 Q2	$1.5M	Buy	5,427 +701	+15%	+$152K	0.56%	30
2025 Q1	$791K	Buy	4,726 +860	+22%	+$182K	0.41%	39
2024 Q4	$896K	Buy	3,866 +129	+3%	+$23.9K	0.36%	41
2024 Q3	$645K	Sell	3,737 -1,373	-27%	-$220K	0.28%	53
2024 Q2	$820K	Buy	5,110 +1,450	+40%	+$203K	0.41%	39
2024 Q1	$485K	Sell	3,660 -240	-6%	-$29.7K	0.25%	47
2023 Q4	$435K	Buy	+3,900	New	+$369K	0.26%	48

Other funds holding AVGO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Crown Wealth Group's AVGO Position: Q3 2026 in Review

Crown Wealth Group reduced its Broadcom (AVGO) stake by 3.2% in Q3 2026, selling an estimated $79.4K and leaving 6,480 shares worth $2.28M. The position accounts for 0.56% of the portfolio, ranked #29.

Crown Wealth Group first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.53M in Q2 2026. 2,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Crown Wealth Group held 6,480 shares of Broadcom worth $2.28M as of Q3 2026.
Crown Wealth Group sold 211 Broadcom shares in Q3 2026, an estimated $79.4K.
Broadcom made up 0.56% of Crown Wealth Group's portfolio in Q3 2026, its #29 holding.
Crown Wealth Group first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
Crown Wealth Group's Broadcom position peaked at $2.53M in Q2 2026.
2,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.