Evelyn Partners’s Broadcom AVGO Stock Holding History

Evelyn 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	$94.8M	Buy	269,978 +56,053	+26%	+$21.1M	1.52%	16
2026 Q2	$80.8M	Buy	+213,925	New	+$85.8M	0.17%	16

Other funds holding AVGO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Evelyn Partners's AVGO Position: Q3 2026 in Review

Evelyn Partners increased its Broadcom (AVGO) stake by 26% in Q3 2026, buying an estimated $21.1M and bringing the position to 269,978 shares worth $94.8M. The position accounts for 1.52% of the portfolio, ranked #16.

Evelyn Partners first reported a position in AVGO in Q2 2026 and has held it in 2 quarters since. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Evelyn Partners held 269,978 shares of Broadcom worth $94.8M as of Q3 2026.
Evelyn Partners bought 56,053 Broadcom shares in Q3 2026, an estimated $21.1M.
Broadcom made up 1.52% of Evelyn Partners's portfolio in Q3 2026, its #16 holding.
Evelyn Partners first reported a position in Broadcom in Q2 2026 and has held it in 2 quarters since.
4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.