MN Wealth Advisors
AVGO icon

MN Wealth Advisors’s Broadcom AVGO Stock Holding History

MN Wealth Advisors’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 		$2.8M Sell
7,966
-828
-9% -$312K 1.13% 16
2026
Q2 		$3.32M Buy
8,794
+1,288
+17% +$516K 1.41% 16
2026
Q1 		$2.32M Buy
7,506
+1,029
+16% +$339K 1.13% 20
2025
Q4 		$2.24M Sell
6,477
-34
-0.5% -$12.2K 1.13% 19
2025
Q3 		$2.15M Sell
6,511
-43
-0.7% -$13.2K 1.15% 17
2025
Q2 		$1.81M Buy
6,554
+189
+3% +$41K 1.05% 19
2025
Q1 		$1.07M Buy
6,365
+62
+1% +$13.1K 0.63% 40
2024
Q4 		$1.46M Buy
6,303
+255
+4% +$47.2K 0.82% 30
2024
Q3 		$1.04M Buy
6,048
+18
+0.3% +$2.89K 0.59% 37
2024
Q2 		$969K Buy
6,030
+160
+3% +$22.4K 0.56% 41
2024
Q1 		$779K Sell
5,870
-10
-0.2% -$1.24K 0.48% 46
2023
Q4 		$657K Buy
+5,880
New +$557K 0.45% 52

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

MN Wealth Advisors's AVGO Position: Q3 2026 in Review

MN Wealth Advisors reduced its Broadcom (AVGO) stake by 9.4% in Q3 2026, selling an estimated $312K and leaving 7,966 shares worth $2.8M. The position accounts for 1.13% of the portfolio, ranked #16.

MN Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.32M in Q2 2026. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • MN Wealth Advisors held 7,966 shares of Broadcom worth $2.8M as of Q3 2026.
  • MN Wealth Advisors sold 828 Broadcom shares in Q3 2026, an estimated $312K.
  • Broadcom made up 1.13% of MN Wealth Advisors's portfolio in Q3 2026, its #16 holding.
  • MN Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • MN Wealth Advisors's Broadcom position peaked at $3.32M in Q2 2026.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.