LA
AVGO icon

Latitude Advisors’s Broadcom AVGO Stock Holding History

Latitude 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 		$2.15M Buy
6,113
+25
+0.4% +$9.41K 0.66% 27
2026
Q2 		$2.3M Sell
6,088
-584
-9% -$234K 0.92% 21
2026
Q1 		$2.07M Sell
6,672
-105
-2% -$34.6K 0.95% 21
2025
Q4 		$2.35M Buy
6,777
+137
+2% +$49K 1.03% 19
2025
Q3 		$2.19M Sell
6,640
-137
-2% -$42K 1% 19
2025
Q2 		$1.87M Buy
6,777
+168
+3% +$36.5K 0.94% 22
2025
Q1 		$1.11M Sell
6,609
-5
-0.1% -$1.06K 0.64% 37
2024
Q4 		$1.53M Buy
6,614
+178
+3% +$32.9K 0.86% 24
2024
Q3 		$1.11M Buy
6,436
+576
+10% +$92.3K 0.63% 36
2024
Q2 		$942K Buy
5,860
+450
+8% +$63.1K 0.58% 37
2024
Q1 		$718K Buy
5,410
+470
+10% +$58.2K 0.45% 46
2023
Q4 		$552K Buy
4,940
+30
+0.6% +$2.84K 0.39% 66
2023
Q3 		$408K Buy
4,910
+40
+0.8% +$3.47K 0.29% 81
2023
Q2 		$422K Buy
+4,870
New +$347K 0.29% 82

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Latitude Advisors's AVGO Position: Q3 2026 in Review

Latitude Advisors increased its Broadcom (AVGO) stake by 0.41% in Q3 2026, buying an estimated $9.41K and bringing the position to 6,113 shares worth $2.15M. The position accounts for 0.66% of the portfolio, ranked #27.

Latitude Advisors first reported a position in AVGO in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.35M in Q4 2025. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Latitude Advisors held 6,113 shares of Broadcom worth $2.15M as of Q3 2026.
  • Latitude Advisors bought 25 Broadcom shares in Q3 2026, an estimated $9.41K.
  • Broadcom made up 0.66% of Latitude Advisors's portfolio in Q3 2026, its #27 holding.
  • Latitude Advisors first reported a position in Broadcom in Q2 2023 and has held it in 14 quarters since.
  • Latitude Advisors's Broadcom position peaked at $2.35M in Q4 2025.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.