Discipline Wealth Solutions
AVGO icon

Discipline Wealth Solutions’s Broadcom AVGO Stock Holding History

Discipline Wealth Solutions’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 		$354K Sell
1,009
-10
-1% -$3.76K 0.03% 147
2026
Q2 		$385K Buy
1,019
+135
+15% +$54.1K 0.03% 145
2026
Q1 		$274K Buy
884
+167
+23% +$55K 0.03% 162
2025
Q4 		$248K Buy
+717
New +$256K 0.05% 151

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Discipline Wealth Solutions's AVGO Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Broadcom (AVGO) stake by 0.98% in Q3 2026, selling an estimated $3.76K and leaving 1,009 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #147.

Discipline Wealth Solutions first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $385K in Q2 2026. 1,592 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Discipline Wealth Solutions held 1,009 shares of Broadcom worth $354K as of Q3 2026.
  • Discipline Wealth Solutions sold 10 Broadcom shares in Q3 2026, an estimated $3.76K.
  • Broadcom made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #147 holding.
  • Discipline Wealth Solutions first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's Broadcom position peaked at $385K in Q2 2026.
  • 1,592 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.