Five Pine Wealth Management’s Broadcom AVGO Stock Holding History

Five Pine Wealth 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	$266K	Buy	757 +1	+0.1%	+$376	0.15%	40
2026 Q2	$285K	Buy	756 +2	+0.3%	+$802	0.16%	37
2026 Q1	$233K	Buy	754 +1	+0.1%	+$329	0.15%	43
2025 Q4	$261K	Buy	753 +2	+0.3%	+$715	0.17%	37
2025 Q3	$248K	Buy	+751	New	+$230K	0.17%	36

Other funds holding AVGO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Five Pine Wealth Management's AVGO Position: Q3 2026 in Review

Five Pine Wealth Management increased its Broadcom (AVGO) stake by 0.13% in Q3 2026, buying an estimated $376 and bringing the position to 757 shares worth $266K. The position accounts for 0.15% of the portfolio, ranked #40.

Five Pine Wealth Management first reported a position in AVGO in Q3 2025 and has held it in 5 quarters since. The position peaked at $285K in Q2 2026. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Five Pine Wealth Management held 757 shares of Broadcom worth $266K as of Q3 2026.
Five Pine Wealth Management bought 1 Broadcom share in Q3 2026, an estimated $376.
Broadcom made up 0.15% of Five Pine Wealth Management's portfolio in Q3 2026, its #40 holding.
Five Pine Wealth Management first reported a position in Broadcom in Q3 2025 and has held it in 5 quarters since.
Five Pine Wealth Management's Broadcom position peaked at $285K in Q2 2026.
1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.