Harold Davidson & Associates
AVGO icon

Harold Davidson & Associates’s Broadcom AVGO Stock Holding History

Harold Davidson & Associates’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 		$1.32M Buy
+3,768
New +$1.42M 0.54% 32
2026
Q2 		– Sell
-3,103
Closed -$960K – 60
2026
Q1 		$960K Buy
3,103
+15
+0.5% +$4.94K 0.47% 40
2025
Q4 		$1.07M Buy
3,088
+951
+45% +$340K 0.47% 41
2025
Q3 		$705K Buy
2,137
+215
+11% +$66K 0.32% 45
2025
Q2 		$530K Buy
1,922
+76
+4% +$16.5K 0.34% 44
2025
Q1 		$309K Sell
1,846
-140
-7% -$29.6K 0.17% 54
2024
Q4 		$460K Buy
+1,986
New +$367K 0.22% 52

Other funds holding AVGO

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Harold Davidson & Associates's AVGO Position: Q3 2026 in Review

Harold Davidson & Associates opened a new position in Broadcom (AVGO) in Q3 2026: 3,768 shares worth $1.32M. The stake represents 0.54% of the portfolio and ranks #32 among its holdings. This is a return to the name: Harold Davidson & Associates previously reported a position in AVGO as recently as Q1 2026.

Harold Davidson & Associates first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 2,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Harold Davidson & Associates held 3,768 shares of Broadcom worth $1.32M as of Q3 2026.
  • Broadcom was a new Harold Davidson & Associates position in Q3 2026.
  • Broadcom made up 0.54% of Harold Davidson & Associates's portfolio in Q3 2026, its #32 holding.
  • Harold Davidson & Associates first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 2,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.