Obermeyer Wealth Partners
AVGO icon

Obermeyer Wealth Partners’s Broadcom AVGO Stock Holding History

Obermeyer Wealth Partners’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 		$67.9M Buy
193,428
+1,215
+0.6% +$457K 2.7% 14
2026
Q2 		$72.6M Sell
192,213
-591
-0.3% -$237K 2.97% 14
2026
Q1 		$59.7M Buy
192,804
+186
+0.1% +$61.2K 2.75% 14
2025
Q4 		$66.7M Sell
192,618
-8,915
-4% -$3.19M 3.05% 12
2025
Q3 		$66.5M Sell
201,533
-1,537
-0.8% -$472K 3.11% 12
2025
Q2 		$56M Sell
203,070
-5,121
-2% -$1.11M 2.79% 14
2025
Q1 		$34.9M Buy
208,191
+778
+0.4% +$165K 1.86% 18
2024
Q4 		$48.1M Sell
207,413
-5,860
-3% -$1.08M 2.5% 12
2024
Q3 		$36.8M Sell
213,273
-3,157
-1% -$506K 1.97% 17
2024
Q2 		$34.7M Buy
216,430
+350
+0.2% +$49K 1.99% 14
2024
Q1 		$28.6M Buy
216,080
+202,200
+1,457% +$25.1M 1.69% 21
2023
Q4 		$1.55M Buy
13,880
+1,200
+9% +$114K 0.11% 58
2023
Q3 		$1.05M Buy
12,680
+260
+2% +$22.5K 0.08% 62
2023
Q2 		$1.08M Hold
12,420
– – 0.08% 65
2023
Q1 		$797K Sell
12,420
-600
-5% -$36.1K 0.06% 80
2022
Q4 		$728K Hold
13,020
– – 0.06% 87
2022
Q3 		$578K Sell
13,020
-450
-3% -$23K 0.05% 99
2022
Q2 		$654K Hold
13,470
– – 0.05% 90
2022
Q1 		$848K Hold
13,470
– – 0.05% 85
2021
Q4 		$896K Buy
13,470
+150
+1% +$8.43K 0.05% 83
2021
Q3 		$646K Hold
13,320
– – 0.04% 103
2021
Q2 		$635K Hold
13,320
– – 0.04% 108
2021
Q1 		$618K Buy
+13,320
New +$616K 0.04% 106

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Obermeyer Wealth Partners's AVGO Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Broadcom (AVGO) stake by 0.63% in Q3 2026, buying an estimated $457K and bringing the position to 193,428 shares worth $67.9M. The position accounts for 2.7% of the portfolio, ranked #14.

Obermeyer Wealth Partners first reported a position in AVGO in Q1 2021 and has held it in 23 quarters since. The position peaked at $72.6M in Q2 2026. 1,716 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Obermeyer Wealth Partners held 193,428 shares of Broadcom worth $67.9M as of Q3 2026.
  • Obermeyer Wealth Partners bought 1,215 Broadcom shares in Q3 2026, an estimated $457K.
  • Broadcom made up 2.7% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #14 holding.
  • Obermeyer Wealth Partners first reported a position in Broadcom in Q1 2021 and has held it in 23 quarters since.
  • Obermeyer Wealth Partners's Broadcom position peaked at $72.6M in Q2 2026.
  • 1,716 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.