Herold Advisors
AVGO icon

Herold Advisors’s Broadcom AVGO Stock Holding History

Herold 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 		$2.97M Buy
8,470
+524
+7% +$197K 0.58% 47
2026
Q2 		$3M Sell
7,946
-275
-3% -$110K 0.59% 44
2026
Q1 		$2.54M Buy
8,221
+185
+2% +$60.9K 0.56% 52
2025
Q4 		$2.78M Sell
8,036
-96
-1% -$34.3K 0.62% 45
2025
Q3 		$2.68M Sell
8,132
-84
-1% -$25.8K 0.62% 47
2025
Q2 		$2.26M Sell
8,216
-1,521
-16% -$330K 0.47% 61
2025
Q1 		$1.63M Sell
9,737
-3,697
-28% -$782K 0.36% 82
2024
Q4 		$3.11M Sell
13,434
-1,006
-7% -$186K 0.68% 35
2024
Q3 		$2.49M Sell
14,440
-560
-4% -$89.8K 0.54% 51
2024
Q2 		$2.41M Buy
15,000
+310
+2% +$43.4K 0.56% 51
2024
Q1 		$1.95M Sell
14,690
-980
-6% -$121K 0.47% 57
2023
Q4 		$1.75M Sell
15,670
-500
-3% -$47.3K 0.48% 65
2023
Q3 		$1.34M Buy
16,170
+11,810
+271% +$1.02M 0.41% 69
2023
Q2 		$378K Buy
4,360
+990
+29% +$70.6K 0.12% 177
2023
Q1 		$216K Buy
+3,370
New +$203K 0.07% 214
2022
Q2 		– Sell
-3,350
Closed -$211K – 222
2022
Q1 		$211K Buy
+3,350
New +$199K 0.08% 189
2021
Q4 		– Sell
-250
Closed -$12K – 230
2021
Q3 		$12K Buy
+250
New +$12.2K ﹤0.01% 575

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Herold Advisors's AVGO Position: Q3 2026 in Review

Herold Advisors increased its Broadcom (AVGO) stake by 6.6% in Q3 2026, buying an estimated $197K and bringing the position to 8,470 shares worth $2.97M. The position accounts for 0.58% of the portfolio, ranked #47.

Herold Advisors first reported a position in AVGO in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.11M in Q4 2024. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Herold Advisors held 8,470 shares of Broadcom worth $2.97M as of Q3 2026.
  • Herold Advisors bought 524 Broadcom shares in Q3 2026, an estimated $197K.
  • Broadcom made up 0.58% of Herold Advisors's portfolio in Q3 2026, its #47 holding.
  • Herold Advisors first reported a position in Broadcom in Q3 2021 and has held it in 17 quarters since.
  • Herold Advisors's Broadcom position peaked at $3.11M in Q4 2024.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.