Partners Wealth Management
AVGO icon

Partners Wealth Management’s Broadcom AVGO Stock Holding History

Partners 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 		$3.51M Buy
10,007
+8,842
+759% +$3.33M 0.37% 60
2026
Q2 		$440K Sell
1,165
-43
-4% -$17.2K 0.43% 59
2026
Q1 		$374K Sell
1,208
-173
-13% -$56.9K 0.39% 66
2025
Q4 		$478K Sell
1,381
-919
-40% -$329K 0.5% 53
2025
Q3 		$759K Buy
2,300
+24
+1% +$7.36K 0.75% 39
2025
Q2 		$384K Hold
2,276
– – 0.44% 62
2025
Q1 		$381K Sell
2,276
-433
-16% -$91.6K 0.43% 62
2024
Q4 		$628K Buy
+2,709
New +$501K 0.71% 45

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Partners Wealth Management increased its Broadcom (AVGO) stake by 759% in Q3 2026, buying an estimated $3.33M and bringing the position to 10,007 shares worth $3.51M. The position accounts for 0.37% of the portfolio, ranked #60.

Partners Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. 2,073 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Partners Wealth Management held 10,007 shares of Broadcom worth $3.51M as of Q3 2026.
  • Partners Wealth Management bought 8,842 Broadcom shares in Q3 2026, an estimated $3.33M.
  • Broadcom made up 0.37% of Partners Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Partners Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • 2,073 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.