McGlone Suttner Wealth Management
AVGO icon

McGlone Suttner Wealth Management’s Broadcom AVGO Stock Holding History

McGlone Suttner 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 		$2.89M Buy
8,219
+36
+0.4% +$13.6K 0.34% 34
2026
Q2 		$3.09M Buy
8,183
+830
+11% +$333K 0.36% 30
2026
Q1 		$2.28M Buy
7,353
+171
+2% +$56.3K 0.3% 39
2025
Q4 		$2.49M Buy
7,182
+195
+3% +$69.7K 0.33% 31
2025
Q3 		$2.31M Sell
6,987
-228
-3% -$69.9K 0.32% 31
2025
Q2 		$1.99M Buy
7,215
+947
+15% +$206K 0.3% 35
2025
Q1 		$1.05M Buy
6,268
+1,003
+19% +$212K 0.17% 66
2024
Q4 		$1.22M Sell
5,265
-2,270
-30% -$420K 0.2% 53
2024
Q3 		$1.3M Buy
7,535
+1,305
+21% +$209K 0.27% 47
2024
Q2 		$696K Sell
6,230
-520
-8% -$72.9K 0.14% 69
2024
Q1 		$895K Buy
6,750
+520
+8% +$64.4K 0.17% 65
2023
Q4 		$696K Buy
6,230
+470
+8% +$44.5K 0.14% 69
2023
Q3 		$482K Buy
5,760
+210
+4% +$18.2K 0.11% 75
2023
Q2 		$485K Buy
5,550
+340
+7% +$24.2K 0.11% 77
2023
Q1 		$336K Buy
5,210
+340
+7% +$20.5K 0.09% 97
2022
Q4 		$273K Buy
+4,870
New +$244K 0.09% 105

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

McGlone Suttner Wealth Management's AVGO Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Broadcom (AVGO) stake by 0.44% in Q3 2026, buying an estimated $13.6K and bringing the position to 8,219 shares worth $2.89M. The position accounts for 0.34% of the portfolio, ranked #34.

McGlone Suttner Wealth Management first reported a position in AVGO in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.09M in Q2 2026. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • McGlone Suttner Wealth Management held 8,219 shares of Broadcom worth $2.89M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 36 Broadcom shares in Q3 2026, an estimated $13.6K.
  • Broadcom made up 0.34% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #34 holding.
  • McGlone Suttner Wealth Management first reported a position in Broadcom in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's Broadcom position peaked at $3.09M in Q2 2026.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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