Curated Wealth Partners
AVGO icon

Curated Wealth Partners’s Broadcom AVGO Stock Holding History

Curated Wealth Partners’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 		$5.92M Buy
16,859
+7,603
+82% +$2.86M 0.49% 23
2026
Q2 		$3.5M Sell
9,256
-577
-6% -$231K 0.41% 26
2026
Q1 		$3.04M Sell
9,833
-1,011
-9% -$333K 0.38% 22
2025
Q4 		$3.75M Buy
10,844
+3,729
+52% +$1.33M 0.41% 22
2025
Q3 		$2.35M Buy
7,115
+1,777
+33% +$545K 0.28% 24
2025
Q2 		$1.47M Buy
5,338
+1,398
+35% +$304K 0.17% 37
2025
Q1 		$660K Buy
3,940
+1,766
+81% +$374K 0.09% 76
2024
Q4 		$504K Sell
2,174
-868
-29% -$161K 0.06% 86
2024
Q3 		$525K Buy
3,042
+2
+0.1% +$321 0.07% 77
2024
Q2 		$488K Buy
+3,040
New +$426K 0.07% 79
2024
Q1 		– Sell
-3,020
Closed -$374K – 160
2023
Q4 		$337K Hold
3,020
– – 0.06% 104
2023
Q3 		$251K Sell
3,020
-90
-3% -$7.8K 0.05% 116
2023
Q2 		$270K Buy
+3,110
New +$222K 0.05% 108

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Curated Wealth Partners's AVGO Position: Q3 2026 in Review

Curated Wealth Partners increased its Broadcom (AVGO) stake by 82% in Q3 2026, buying an estimated $2.86M and bringing the position to 16,859 shares worth $5.92M. The position accounts for 0.49% of the portfolio, ranked #23.

Curated Wealth Partners first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 3,689 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Curated Wealth Partners held 16,859 shares of Broadcom worth $5.92M as of Q3 2026.
  • Curated Wealth Partners bought 7,603 Broadcom shares in Q3 2026, an estimated $2.86M.
  • Broadcom made up 0.49% of Curated Wealth Partners's portfolio in Q3 2026, its #23 holding.
  • Curated Wealth Partners first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 3,689 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.