JGP Wealth Management
AVGO icon

JGP Wealth Management’s Broadcom AVGO Stock Holding History

JGP Wealth Management’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 		$1.36M Buy
3,874
+25
+0.6% +$9.41K 0.12% 93
2026
Q2 		$1.45M Buy
3,849
+154
+4% +$61.7K 0.13% 91
2026
Q1 		$1.14M Buy
3,695
+34
+0.9% +$11.2K 0.12% 94
2025
Q4 		$1.27M Buy
3,661
+168
+5% +$60.1K 0.13% 96
2025
Q3 		$1.18M Buy
3,493
+22
+0.6% +$6.75K 0.13% 93
2025
Q2 		$957K Buy
3,471
+201
+6% +$43.6K 0.12% 100
2025
Q1 		$548K Buy
3,270
+107
+3% +$22.6K 0.07% 118
2024
Q4 		$733K Buy
3,163
+303
+11% +$56K 0.09% 113
2024
Q3 		$493K Buy
2,860
+480
+20% +$77K 0.06% 128
2024
Q2 		$382K Sell
2,380
-1,810
-43% -$254K 0.05% 133
2024
Q1 		$556K Sell
4,190
-10
-0.2% -$1.24K 0.08% 117
2023
Q4 		$469K Buy
4,200
+50
+1% +$4.73K 0.07% 118
2023
Q3 		$345K Buy
4,150
+10
+0.2% +$867 0.06% 127
2023
Q2 		$359K Buy
+4,140
New +$295K 0.06% 123
2022
Q1 		– Sell
-5,240
Closed -$337K – 160
2021
Q4 		$337K Buy
5,240
+60
+1% +$3.37K 0.06% 129
2021
Q3 		$251K Buy
5,180
+250
+5% +$12.2K 0.05% 140
2021
Q2 		$235K Hold
4,930
– – 0.05% 147
2021
Q1 		$229K Hold
4,930
– – 0.05% 139
2020
Q4 		$232K Buy
+4,930
New +$192K 0.05% 135

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

JGP Wealth Management's AVGO Position: Q3 2026 in Review

JGP Wealth Management increased its Broadcom (AVGO) stake by 0.65% in Q3 2026, buying an estimated $9.41K and bringing the position to 3,874 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #93.

JGP Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.45M in Q2 2026. 1,812 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • JGP Wealth Management held 3,874 shares of Broadcom worth $1.36M as of Q3 2026.
  • JGP Wealth Management bought 25 Broadcom shares in Q3 2026, an estimated $9.41K.
  • Broadcom made up 0.12% of JGP Wealth Management's portfolio in Q3 2026, its #93 holding.
  • JGP Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 19 quarters since.
  • JGP Wealth Management's Broadcom position peaked at $1.45M in Q2 2026.
  • 1,812 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.