Level Wealth Management’s Broadcom AVGO Stock Holding History

Level 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	$473K	Buy	+1,346	New	+$507K	0.18%	41

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

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

Level Wealth Management opened a new position in Broadcom (AVGO) in Q3 2026: 1,346 shares worth $473K. The stake represents 0.18% of the portfolio and ranks #41 among its holdings.

1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Level Wealth Management held 1,346 shares of Broadcom worth $473K as of Q3 2026.
Broadcom was a new Level Wealth Management position in Q3 2026.
Broadcom made up 0.18% of Level Wealth Management's portfolio in Q3 2026, its #41 holding.
1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.