Madrona Financial Services
AVGO icon

Madrona Financial Services’s Broadcom AVGO Stock Holding History

Madrona Financial 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 		$818K Buy
2,328
+79
+4% +$29.7K 0.13% 72
2026
Q2 		$850K Buy
2,249
+101
+5% +$40.5K 0.16% 59
2026
Q1 		$665K Sell
2,148
-67
-3% -$22K 0.15% 57
2025
Q4 		$767K Buy
2,215
+78
+4% +$27.9K 0.16% 49
2025
Q3 		$705K Buy
2,137
+103
+5% +$31.6K 0.16% 48
2025
Q2 		$561K Buy
2,034
+296
+17% +$64.3K 0.13% 54
2025
Q1 		$291K Buy
1,738
+183
+12% +$38.7K 0.08% 79
2024
Q4 		$361K Sell
1,555
-65
-4% -$12K 0.1% 72
2024
Q3 		$279K Buy
1,620
+60
+4% +$9.6K 0.08% 78
2024
Q2 		$250K Buy
1,560
+10
+0.6% +$1.4K 0.08% 80
2024
Q1 		$205K Buy
+1,550
New +$192K 0.07% 91

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Madrona Financial Services's AVGO Position: Q3 2026 in Review

Madrona Financial Services increased its Broadcom (AVGO) stake by 3.5% in Q3 2026, buying an estimated $29.7K and bringing the position to 2,328 shares worth $818K. The position accounts for 0.13% of the portfolio, ranked #72.

Madrona Financial Services first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $850K in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Madrona Financial Services held 2,328 shares of Broadcom worth $818K as of Q3 2026.
  • Madrona Financial Services bought 79 Broadcom shares in Q3 2026, an estimated $29.7K.
  • Broadcom made up 0.13% of Madrona Financial Services's portfolio in Q3 2026, its #72 holding.
  • Madrona Financial Services first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
  • Madrona Financial Services's Broadcom position peaked at $850K in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.