Emerald Advisors
AVGO icon

Emerald Advisors’s Broadcom AVGO Stock Holding History

Emerald Advisors’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 		$2.53M Sell
7,216
-46
-0.6% -$17.3K 0.32% 21
2026
Q2 		$2.74M Buy
7,262
+448
+7% +$180K 0.34% 21
2026
Q1 		$2.11M Sell
6,814
-206
-3% -$67.8K 0.26% 21
2025
Q4 		$2.43M Buy
7,020
+843
+14% +$301K 0.33% 20
2025
Q3 		$2.04M Sell
6,177
-360
-6% -$110K 0.27% 20
2025
Q2 		$1.8M Sell
6,537
-263
-4% -$57.1K 0.23% 20
2025
Q1 		$1.14M Buy
6,800
+343
+5% +$72.6K 0.15% 32
2024
Q4 		$1.5M Buy
6,457
+617
+11% +$114K 0.21% 22
2024
Q3 		$1.05M Sell
5,840
-250
-4% -$40.1K 0.15% 32
2024
Q2 		$977K Sell
6,090
-2,460
-29% -$345K 0.15% 31
2024
Q1 		$1.13M Sell
8,550
-820
-9% -$102K 0.2% 25
2023
Q4 		$1.05M Buy
9,370
+180
+2% +$17K 0.2% 23
2023
Q3 		$763K Sell
9,190
-1,940
-17% -$168K 0.18% 32
2023
Q2 		$965K Buy
11,130
+350
+3% +$25K 0.23% 23
2023
Q1 		$692K Sell
10,780
-890
-8% -$53.5K 0.18% 30
2022
Q4 		$653K Sell
11,670
-640
-5% -$32.1K 0.18% 33
2022
Q3 		$546K Buy
12,310
+750
+6% +$38.3K 0.16% 39
2022
Q2 		$561K Buy
11,560
+1,520
+15% +$85.3K 0.16% 41
2022
Q1 		$632K Buy
10,040
+580
+6% +$34.4K 0.15% 44
2021
Q4 		$630K Buy
+9,460
New +$532K 0.15% 39

Other funds holding AVGO

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Emerald Advisors's AVGO Position: Q3 2026 in Review

Emerald Advisors reduced its Broadcom (AVGO) stake by 0.63% in Q3 2026, selling an estimated $17.3K and leaving 7,216 shares worth $2.53M. The position accounts for 0.32% of the portfolio, ranked #21.

Emerald Advisors first reported a position in AVGO in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.74M in Q2 2026. 995 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Emerald Advisors held 7,216 shares of Broadcom worth $2.53M as of Q3 2026.
  • Emerald Advisors sold 46 Broadcom shares in Q3 2026, an estimated $17.3K.
  • Broadcom made up 0.32% of Emerald Advisors's portfolio in Q3 2026, its #21 holding.
  • Emerald Advisors first reported a position in Broadcom in Q4 2021 and has held it in 20 quarters since.
  • Emerald Advisors's Broadcom position peaked at $2.74M in Q2 2026.
  • 995 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.