Helium Advisors’s Broadcom AVGO Stock Holding History

Helium Advisors’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	$457K	Buy	1,301 +4	+0.3%	+$1.51K	0.4%	59
2026 Q2	$490K	Sell	1,297 -1,456	-53%	-$584K	0.41%	53
2026 Q1	$852K	Buy	2,753 +860	+45%	+$283K	0.81%	34
2025 Q4	$655K	Buy	1,893 +530	+39%	+$190K	0.66%	38
2025 Q3	$450K	Buy	1,363 +140	+11%	+$43K	0.38%	50
2025 Q2	$337K	Sell	1,223 -464	-28%	-$101K	0.21%	76
2025 Q1	$282K	Buy	1,687 +530	+46%	+$112K	0.21%	72
2024 Q4	$268K	Buy	+1,157	New	+$214K	0.21%	74

Other funds holding AVGO

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Helium Advisors's AVGO Position: Q3 2026 in Review

Helium Advisors increased its Broadcom (AVGO) stake by 0.31% in Q3 2026, buying an estimated $1.51K and bringing the position to 1,301 shares worth $457K. The position accounts for 0.4% of the portfolio, ranked #59.

Helium Advisors first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $852K in Q1 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Helium Advisors held 1,301 shares of Broadcom worth $457K as of Q3 2026.
Helium Advisors bought 4 Broadcom shares in Q3 2026, an estimated $1.51K.
Broadcom made up 0.4% of Helium Advisors's portfolio in Q3 2026, its #59 holding.
Helium Advisors first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's Broadcom position peaked at $852K in Q1 2026.
2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.