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Essential Partners’s Broadcom AVGO Stock Holding History

Essential 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 		$855K Sell
2,434
-188
-7% -$70.8K 0.39% 38
2026
Q2 		$990K Sell
2,622
-4,874
-65% -$1.95M 0.46% 35
2026
Q1 		$2.32M Buy
7,496
+237
+3% +$78K 0.78% 18
2025
Q4 		$2.51M Sell
7,259
-63
-0.9% -$22.5K 0.77% 20
2025
Q3 		$2.42M Buy
7,322
+262
+4% +$80.4K 0.8% 16
2025
Q2 		$1.95M Buy
+7,060
New +$1.53M 0.78% 17

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
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 $9.95B 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
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Essential Partners's AVGO Position: Q3 2026 in Review

Essential Partners reduced its Broadcom (AVGO) stake by 7.2% in Q3 2026, selling an estimated $70.8K and leaving 2,434 shares worth $855K. The position accounts for 0.39% of the portfolio, ranked #38.

Essential Partners first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.51M in Q4 2025. 798 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Essential Partners held 2,434 shares of Broadcom worth $855K as of Q3 2026.
  • Essential Partners sold 188 Broadcom shares in Q3 2026, an estimated $70.8K.
  • Broadcom made up 0.39% of Essential Partners's portfolio in Q3 2026, its #38 holding.
  • Essential Partners first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Broadcom position peaked at $2.51M in Q4 2025.
  • 798 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.