Legacy Advisory Services
AVGO icon

Legacy Advisory Services’s Broadcom AVGO Stock Holding History

Legacy Advisory Services’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 		$663K Buy
1,888
+53
+3% +$20K 0.48% 43
2026
Q2 		$693K Buy
1,835
+8
+0.4% +$3.21K 0.49% 22
2026
Q1 		$566K Sell
1,827
-697
-28% -$229K 0.43% 22
2025
Q4 		$873K Buy
2,524
+3
+0.1% +$1.07K 0.66% 16
2025
Q3 		$832K Buy
2,521
+3
+0.1% +$920 0.63% 16
2025
Q2 		$694K Buy
2,518
+4
+0.2% +$869 0.55% 17
2025
Q1 		$421K Sell
2,514
-690
-22% -$146K 0.36% 35
2024
Q4 		$743K Sell
3,204
-36
-1% -$6.66K 0.63% 24
2024
Q3 		$559K Hold
3,240
– – 0.48% 30
2024
Q2 		$521K Buy
3,240
+10
+0.3% +$1.4K 0.48% 29
2024
Q1 		$428K Sell
3,230
-40
-1% -$4.96K 0.41% 36
2023
Q4 		$365K Buy
+3,270
New +$310K 0.38% 37

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 Advisory Services's AVGO Position: Q3 2026 in Review

Legacy Advisory Services increased its Broadcom (AVGO) stake by 2.9% in Q3 2026, buying an estimated $20K and bringing the position to 1,888 shares worth $663K. The position accounts for 0.48% of the portfolio, ranked #43.

Legacy Advisory Services first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $873K in Q4 2025. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Legacy Advisory Services held 1,888 shares of Broadcom worth $663K as of Q3 2026.
  • Legacy Advisory Services bought 53 Broadcom shares in Q3 2026, an estimated $20K.
  • Broadcom made up 0.48% of Legacy Advisory Services's portfolio in Q3 2026, its #43 holding.
  • Legacy Advisory Services first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Legacy Advisory Services's Broadcom position peaked at $873K in Q4 2025.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.