Legacy Advisors
AVGO icon

Legacy Advisors’s Broadcom AVGO Stock Holding History

Legacy 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 		$3.73M Buy
10,622
+323
+3% +$122K 0.36% 40
2026
Q2 		$3.89M Buy
10,299
+2,274
+28% +$912K 0.36% 43
2026
Q1 		$2.48M Buy
8,025
+528
+7% +$174K 0.29% 49
2025
Q4 		$2.59M Buy
7,497
+1,928
+35% +$689K 0.28% 48
2025
Q3 		$1.84M Buy
+5,569
New +$1.71M 0.23% 59
2025
Q1 		$3.33M Sell
19,871
-55
-0.3% -$11.6K 0.34% 61
2024
Q4 		$4.62M Buy
19,926
+356
+2% +$65.8K 0.45% 41
2024
Q3 		$3.38M Sell
19,570
-1,330
-6% -$213K 0.37% 51
2024
Q2 		$3.35M Buy
20,900
+5,730
+38% +$803K 0.41% 44
2024
Q1 		$2.02M Buy
15,170
+6,500
+75% +$805K 0.25% 73
2023
Q4 		$968K Buy
8,670
+3,790
+78% +$359K 0.12% 129
2023
Q3 		$405K Buy
4,880
+930
+24% +$80.6K 0.07% 200
2023
Q2 		$343K Buy
3,950
+360
+10% +$25.7K 0.05% 207
2023
Q1 		$230K Buy
+3,590
New +$216K 0.04% 219
2018
Q4 		– Sell
-1,500
Closed -$37K – 136
2018
Q3 		$37K Buy
+1,500
New +$33.6K 0.02% 256
2017
Q4 		– Sell
-790
Closed -$19K – 350
2017
Q3 		$19K Buy
+790
New +$19.5K 0.02% 164

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

Legacy Advisors's AVGO Position: Q3 2026 in Review

Legacy Advisors increased its Broadcom (AVGO) stake by 3.1% in Q3 2026, buying an estimated $122K and bringing the position to 10,622 shares worth $3.73M. The position accounts for 0.36% of the portfolio, ranked #40.

Legacy Advisors first reported a position in AVGO in Q3 2017 and has held it in 16 quarters since. The position peaked at $4.62M in Q4 2024. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Legacy Advisors held 10,622 shares of Broadcom worth $3.73M as of Q3 2026.
  • Legacy Advisors bought 323 Broadcom shares in Q3 2026, an estimated $122K.
  • Broadcom made up 0.36% of Legacy Advisors's portfolio in Q3 2026, its #40 holding.
  • Legacy Advisors first reported a position in Broadcom in Q3 2017 and has held it in 16 quarters since.
  • Legacy Advisors's Broadcom position peaked at $4.62M in Q4 2024.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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