Helen Stephens Group
AVGO icon

Helen Stephens Group’s Broadcom AVGO Stock Holding History

Helen Stephens Group’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 		$825K Buy
2,350
+751
+47% +$283K 0.13% 69
2026
Q2 		$604K Buy
1,599
+100
+7% +$40.1K 0.1% 83
2026
Q1 		$464K Buy
1,499
+393
+36% +$129K 0.09% 80
2025
Q4 		$383K Buy
1,106
+15
+1% +$5.36K 0.08% 83
2025
Q3 		$360K Hold
1,091
– – 0.08% 75
2025
Q2 		$301K Buy
+1,091
New +$237K 0.07% 69
2025
Q1 		– Sell
-1,091
Closed -$253K – 87
2024
Q4 		$253K Buy
+1,091
New +$202K 0.07% 72

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

Helen Stephens Group's AVGO Position: Q3 2026 in Review

Helen Stephens Group increased its Broadcom (AVGO) stake by 47% in Q3 2026, buying an estimated $283K and bringing the position to 2,350 shares worth $825K. The position accounts for 0.13% of the portfolio, ranked #69.

Helen Stephens Group 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.

  • Helen Stephens Group held 2,350 shares of Broadcom worth $825K as of Q3 2026.
  • Helen Stephens Group bought 751 Broadcom shares in Q3 2026, an estimated $283K.
  • Broadcom made up 0.13% of Helen Stephens Group's portfolio in Q3 2026, its #69 holding.
  • Helen Stephens Group 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 Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.