Mitchell & Pahl Private Wealth
AVGO icon

Mitchell & Pahl Private Wealth’s Broadcom AVGO Stock Holding History

Mitchell & Pahl Private Wealth’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 		$5.97M Sell
16,986
-128
-0.7% -$48.2K 2.15% 4
2026
Q2 		$6.46M Sell
17,114
-586
-3% -$235K 2.38% 3
2026
Q1 		$5.48M Sell
17,700
-5,689
-24% -$1.87M 2.22% 2
2025
Q4 		$8.09M Sell
23,389
-816
-3% -$292K 3.36% 1
2025
Q3 		$7.99M Sell
24,205
-339
-1% -$104K 3.35% 2
2025
Q2 		$6.77M Sell
24,544
-462
-2% -$100K 2.99% 2
2025
Q1 		$4.19M Sell
25,006
-830
-3% -$176K 1.95% 4
2024
Q4 		$5.99M Sell
25,836
-1,260
-5% -$233K 2.8% 3
2024
Q3 		$4.67M Sell
27,096
-154
-0.6% -$24.7K 2.18% 4
2024
Q2 		$4.38M Sell
27,250
-370
-1% -$51.9K 2.31% 3
2024
Q1 		$3.66M Sell
27,620
-1,020
-4% -$126K 1.92% 4
2023
Q4 		$3.2M Sell
28,640
-1,130
-4% -$107K 1.81% 5
2023
Q3 		$2.47M Sell
29,770
-1,240
-4% -$107K 1.47% 12
2023
Q2 		$2.69M Sell
31,010
-410
-1% -$29.2K 1.62% 9
2023
Q1 		$2.02M Sell
31,420
-640
-2% -$38.5K 1.26% 19
2022
Q4 		$1.79M Sell
32,060
-1,060
-3% -$53.1K 1.18% 19
2022
Q3 		$1.47M Sell
33,120
-1,110
-3% -$56.7K 1.09% 24
2022
Q2 		$1.66M Sell
34,230
-1,500
-4% -$84.2K 1.16% 23
2022
Q1 		$2.25M Sell
35,730
-680
-2% -$40.4K 1.43% 14
2021
Q4 		$2.42M Sell
36,410
-520
-1% -$29.2K 1.55% 11
2021
Q3 		$1.79M Sell
36,930
-460
-1% -$22.4K 1.29% 20
2021
Q2 		$1.78M Sell
37,390
-250
-0.7% -$11.6K 1.27% 22
2021
Q1 		$1.74M Sell
37,640
-370
-1% -$17.1K 1.35% 18
2020
Q4 		$1.66M Buy
+38,010
New +$1.48M 1.4% 14

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Mitchell & Pahl Private Wealth's AVGO Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth reduced its Broadcom (AVGO) stake by 0.75% in Q3 2026, selling an estimated $48.2K and leaving 16,986 shares worth $5.97M. The position accounts for 2.15% of the portfolio, ranked #4.

Mitchell & Pahl Private Wealth first reported a position in AVGO in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.09M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 16,986 shares of Broadcom worth $5.97M as of Q3 2026.
  • Mitchell & Pahl Private Wealth sold 128 Broadcom shares in Q3 2026, an estimated $48.2K.
  • Broadcom made up 2.15% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #4 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Broadcom in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's Broadcom position peaked at $8.09M in Q4 2025.
  • 1,304 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.