Northcape Wealth Management
AVGO icon

Northcape Wealth Management’s Broadcom AVGO Stock Holding History

Northcape 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 		$3.17M Buy
9,027
+95
+1% +$35.8K 0.84% 42
2026
Q2 		$3.37M Buy
8,932
+133
+2% +$53.3K 0.89% 40
2026
Q1 		$2.72M Sell
8,799
-2,709
-24% -$891K 0.74% 45
2025
Q4 		$3.98M Buy
11,508
+28
+0.2% +$10K 1.12% 29
2025
Q3 		$3.79M Sell
11,480
-81
-0.7% -$24.8K 1.11% 27
2025
Q2 		$3.19M Buy
11,561
+7,497
+184% +$1.63M 0.97% 35
2025
Q1 		$680K Sell
4,064
-190
-4% -$40.2K 0.22% 80
2024
Q4 		$986K Sell
4,254
-100
-2% -$18.5K 0.32% 69
2024
Q3 		$751K Buy
4,354
+104
+2% +$16.7K 0.25% 79
2024
Q2 		$683K Sell
4,250
-1,180
-22% -$165K 0.25% 79
2024
Q1 		$720K Sell
5,430
-870
-14% -$108K 0.26% 78
2023
Q4 		$704K Sell
6,300
-470
-7% -$44.5K 0.26% 80
2023
Q3 		$563K Sell
6,770
-1,370
-17% -$119K 0.22% 88
2023
Q2 		$706K Sell
8,140
-430
-5% -$30.7K 0.25% 82
2023
Q1 		$550K Buy
+8,570
New +$516K 0.2% 91
2022
Q4 		– Sell
-5,660
Closed -$251K – 77
2022
Q3 		$251K Buy
5,660
+530
+10% +$27.1K 0.09% 125
2022
Q2 		$249K Buy
5,130
+220
+4% +$12.3K 0.1% 110
2022
Q1 		$309K Buy
4,910
+290
+6% +$17.2K 0.09% 122
2021
Q4 		$307K Buy
+4,620
New +$260K 0.1% 104

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Northcape Wealth Management's AVGO Position: Q3 2026 in Review

Northcape Wealth Management increased its Broadcom (AVGO) stake by 1.1% in Q3 2026, buying an estimated $35.8K and bringing the position to 9,027 shares worth $3.17M. The position accounts for 0.84% of the portfolio, ranked #42.

Northcape Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.98M in Q4 2025. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Northcape Wealth Management held 9,027 shares of Broadcom worth $3.17M as of Q3 2026.
  • Northcape Wealth Management bought 95 Broadcom shares in Q3 2026, an estimated $35.8K.
  • Broadcom made up 0.84% of Northcape Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Northcape Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Northcape Wealth Management's Broadcom position peaked at $3.98M in Q4 2025.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Northcape Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.