McCarter Private Wealth Services’s Broadcom AVGO Stock Holding History

McCarter Private Wealth 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	$13.4M	Sell	38,095 -620	-2%	-$233K	4.54%	1
2026 Q2	$14.6M	Sell	38,715 -2,400	-6%	-$962K	5.05%	1
2026 Q1	$12.7M	Sell	41,115 -1,992	-5%	-$655K	5.53%	1
2025 Q4	$14.9M	Sell	43,107 -1,333	-3%	-$477K	6.71%	1
2025 Q3	$14.7M	Sell	44,440 -5,570	-11%	-$1.71M	7.51%	1
2025 Q2	$13.8M	Sell	50,010 -5,487	-10%	-$1.19M	7.88%	1
2025 Q1	$9.29M	Sell	55,497 -2,556	-4%	-$541K	6.09%	1
2024 Q4	$13.5M	Sell	58,053 -1,224	-2%	-$226K	8.54%	1
2024 Q3	$10.2M	Buy	+59,277	New	+$9.5M	6.47%	1

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

McCarter Private Wealth Services's AVGO Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Broadcom (AVGO) stake by 1.6% in Q3 2026, selling an estimated $233K and leaving 38,095 shares worth $13.4M. The position accounts for 4.54% of the portfolio, ranked #1.

McCarter Private Wealth Services first reported a position in AVGO in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.9M in Q4 2025. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

McCarter Private Wealth Services held 38,095 shares of Broadcom worth $13.4M as of Q3 2026.
McCarter Private Wealth Services sold 620 Broadcom shares in Q3 2026, an estimated $233K.
Broadcom made up 4.54% of McCarter Private Wealth Services's portfolio in Q3 2026, its #1 holding.
McCarter Private Wealth Services first reported a position in Broadcom in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Broadcom position peaked at $14.9M in Q4 2025.
1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.