Klingman & Associates’s Broadcom AVGO Stock Holding History

Klingman & Associates’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	$5.19M	Buy	14,768 +333	+2%	+$125K	0.22%	50
2026 Q2	$5.45M	Buy	14,435 +523	+4%	+$210K	0.23%	48
2026 Q1	$4.31M	Buy	13,912 +758	+6%	+$249K	0.21%	51
2025 Q4	$4.55M	Buy	13,154 +519	+4%	+$186K	0.22%	48
2025 Q3	$4.17M	Buy	12,635 +1,303	+11%	+$400K	0.21%	51
2025 Q2	$3.12M	Buy	11,332 +2,712	+31%	+$589K	0.17%	58
2025 Q1	$1.44M	Buy	8,620 +150	+2%	+$31.7K	0.09%	88
2024 Q4	$1.96M	Buy	8,470 +389	+5%	+$71.9K	0.12%	74
2024 Q3	$1.39M	Buy	8,081 +2,771	+52%	+$444K	0.09%	89
2024 Q2	$853K	Buy	5,310 +500	+10%	+$70.1K	0.06%	105
2024 Q1	$638K	Buy	4,810 +140	+3%	+$17.3K	0.04%	123
2023 Q4	$521K	Sell	4,670 -3,410	-42%	-$323K	0.04%	130
2023 Q3	$671K	Buy	8,080 +4,950	+158%	+$429K	0.05%	117
2023 Q2	$272K	Buy	+3,130	New	+$223K	0.02%	176

Other funds holding AVGO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Klingman & Associates's AVGO Position: Q3 2026 in Review

Klingman & Associates increased its Broadcom (AVGO) stake by 2.3% in Q3 2026, buying an estimated $125K and bringing the position to 14,768 shares worth $5.19M. The position accounts for 0.22% of the portfolio, ranked #50.

Klingman & Associates first reported a position in AVGO in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.45M in Q2 2026. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Klingman & Associates held 14,768 shares of Broadcom worth $5.19M as of Q3 2026.
Klingman & Associates bought 333 Broadcom shares in Q3 2026, an estimated $125K.
Broadcom made up 0.22% of Klingman & Associates's portfolio in Q3 2026, its #50 holding.
Klingman & Associates first reported a position in Broadcom in Q2 2023 and has held it in 14 quarters since.
Klingman & Associates's Broadcom position peaked at $5.45M in Q2 2026.
1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.