McLean Asset Management’s Broadcom AVGO Stock Holding History

McLean Asset 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	$1.16M	Buy	3,964 +23	+0.6%	+$8.66K	0.15%	51
2026 Q2	$1.53M	Buy	3,941 +206	+6%	+$82.6K	0.2%	46
2026 Q1	$1.16M	Buy	3,735 +82	+2%	+$27K	0.2%	50
2025 Q4	$1.24M	Buy	3,653 +518	+17%	+$185K	0.22%	45
2025 Q3	$1.05M	Buy	3,135 +122	+4%	+$37.4K	0.22%	52
2025 Q2	$813K	Buy	3,013 +265	+10%	+$57.5K	0.21%	58
2025 Q1	$429K	Sell	2,748 -15	-0.5%	-$3.18K	0.14%	81
2024 Q4	$641K	Sell	2,763 -13	-0.5%	-$2.4K	0.19%	69
2024 Q3	$490K	Buy	2,776 +16	+0.6%	+$2.56K	0.15%	77
2024 Q2	$482K	Buy	2,760 +160	+6%	+$22.4K	0.16%	77
2024 Q1	$346K	Sell	2,600 -180	-6%	-$22.3K	0.12%	95
2023 Q4	$292K	Buy	+2,780	New	+$263K	0.11%	100

Other funds holding AVGO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

McLean Asset Management's AVGO Position: Q3 2026 in Review

McLean Asset Management increased its Broadcom (AVGO) stake by 0.58% in Q3 2026, buying an estimated $8.66K and bringing the position to 3,964 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #51.

McLean Asset Management first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q2 2026. 3,175 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

McLean Asset Management held 3,964 shares of Broadcom worth $1.16M as of Q3 2026.
McLean Asset Management bought 23 Broadcom shares in Q3 2026, an estimated $8.66K.
Broadcom made up 0.15% of McLean Asset Management's portfolio in Q3 2026, its #51 holding.
McLean Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
McLean Asset Management's Broadcom position peaked at $1.53M in Q2 2026.
3,175 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.