Meriwether Wealth & Planning
AVGO icon

Meriwether Wealth & Planning’s Broadcom AVGO Stock Holding History

Meriwether Wealth & Planning’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 		$335K Buy
953
+146
+18% +$55K 0.15% 85
2026
Q2 		$305K Sell
807
-26
-3% -$10.4K 0.15% 91
2026
Q1 		$258K Buy
833
+99
+13% +$32.6K 0.14% 101
2025
Q4 		$254K Buy
734
+41
+6% +$14.7K 0.14% 99
2025
Q3 		$229K Buy
+693
New +$213K 0.13% 112

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Meriwether Wealth & Planning's AVGO Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Broadcom (AVGO) stake by 18% in Q3 2026, buying an estimated $55K and bringing the position to 953 shares worth $335K. The position accounts for 0.15% of the portfolio, ranked #85.

Meriwether Wealth & Planning first reported a position in AVGO in Q3 2025 and has held it in 5 quarters since. 1,433 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Meriwether Wealth & Planning held 953 shares of Broadcom worth $335K as of Q3 2026.
  • Meriwether Wealth & Planning bought 146 Broadcom shares in Q3 2026, an estimated $55K.
  • Broadcom made up 0.15% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #85 holding.
  • Meriwether Wealth & Planning first reported a position in Broadcom in Q3 2025 and has held it in 5 quarters since.
  • 1,433 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.