Ethos Capital Management
AVGO icon

Ethos Capital Management’s Broadcom AVGO Stock Holding History

Ethos Capital Management’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 		$6.43M Buy
18,300
+1,537
+9% +$579K 4.28% 4
2026
Q2 		$6.33M Buy
16,763
+3,571
+27% +$1.43M 4.51% 3
2026
Q1 		$4.08M Buy
13,192
+1,894
+17% +$623K 3.5% 4
2025
Q4 		$3.91M Buy
+11,298
New +$4.04M 3.68% 4

Other funds holding AVGO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ethos Capital Management's AVGO Position: Q3 2026 in Review

Ethos Capital Management increased its Broadcom (AVGO) stake by 9.2% in Q3 2026, buying an estimated $579K and bringing the position to 18,300 shares worth $6.43M. The position accounts for 4.28% of the portfolio, ranked #4.

Ethos Capital Management first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. 2,642 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Ethos Capital Management held 18,300 shares of Broadcom worth $6.43M as of Q3 2026.
  • Ethos Capital Management bought 1,537 Broadcom shares in Q3 2026, an estimated $579K.
  • Broadcom made up 4.28% of Ethos Capital Management's portfolio in Q3 2026, its #4 holding.
  • Ethos Capital Management first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • 2,642 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.