Instrumental Wealth
AVGO icon

Instrumental Wealth’s Broadcom AVGO Stock Holding History

Instrumental Wealth’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 		$1.14M Buy
3,237
+474
+17% +$178K 0.55% 22
2026
Q2 		$1.04M Buy
2,763
+548
+25% +$220K 0.53% 23
2026
Q1 		$686K Sell
2,215
-108
-5% -$35.5K 0.42% 25
2025
Q4 		$747K Buy
2,323
+270
+13% +$96.6K 0.45% 24
2025
Q3 		$773K Buy
2,053
+271
+15% +$83.1K 0.54% 23
2025
Q2 		$501K Buy
1,782
+118
+7% +$25.6K 0.4% 29
2025
Q1 		$320K Buy
1,664
+292
+21% +$61.8K 0.29% 41
2024
Q4 		$300K Buy
1,372
+73
+6% +$13.5K 0.28% 39
2024
Q3 		$237K Buy
+1,299
New +$208K 0.23% 39

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Instrumental Wealth's AVGO Position: Q3 2026 in Review

Instrumental Wealth increased its Broadcom (AVGO) stake by 17% in Q3 2026, buying an estimated $178K and bringing the position to 3,237 shares worth $1.14M. The position accounts for 0.55% of the portfolio, ranked #22.

Instrumental Wealth first reported a position in AVGO in Q3 2024 and has held it in 9 quarters since. 1,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Instrumental Wealth held 3,237 shares of Broadcom worth $1.14M as of Q3 2026.
  • Instrumental Wealth bought 474 Broadcom shares in Q3 2026, an estimated $178K.
  • Broadcom made up 0.55% of Instrumental Wealth's portfolio in Q3 2026, its #22 holding.
  • Instrumental Wealth first reported a position in Broadcom in Q3 2024 and has held it in 9 quarters since.
  • 1,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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