PFW Advisors
AVGO icon

PFW Advisors’s Broadcom AVGO Stock Holding History

PFW 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 		$2.82M Buy
8,036
+2,046
+34% +$770K 0.84% 23
2026
Q2 		$2.26M Sell
5,990
-135
-2% -$54.1K 0.66% 31
2026
Q1 		$1.9M Buy
6,125
+2,404
+65% +$791K 0.6% 38
2025
Q4 		$1.29M Sell
3,721
-279
-7% -$100K 0.39% 51
2025
Q3 		$1.32M Buy
4,000
+42
+1% +$12.9K 0.39% 54
2025
Q2 		$1.09M Sell
3,958
-1,588
-29% -$345K 0.34% 58
2025
Q1 		$929K Buy
5,546
+257
+5% +$54.4K 0.29% 67
2024
Q4 		$1.23M Buy
+5,289
New +$978K 0.38% 52
2024
Q2 		$836K Sell
5,210
-140
-3% -$19.6K 0.27% 71
2024
Q1 		$709K Sell
5,350
-140
-3% -$17.3K 0.22% 78
2023
Q4 		$613K Buy
5,490
+900
+20% +$85.2K 0.2% 81
2023
Q3 		$381K Hold
4,590
– – 0.13% 90
2023
Q2 		$381K Buy
+4,590
New +$327K 0.13% 89
2019
Q3 		$911K Buy
+52,840
New +$1.5M 0.28% 69

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

PFW Advisors's AVGO Position: Q3 2026 in Review

PFW Advisors increased its Broadcom (AVGO) stake by 34% in Q3 2026, buying an estimated $770K and bringing the position to 8,036 shares worth $2.82M. The position accounts for 0.84% of the portfolio, ranked #23.

PFW Advisors first reported a position in AVGO in Q3 2019 and has held it in 14 quarters since. 1,578 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • PFW Advisors held 8,036 shares of Broadcom worth $2.82M as of Q3 2026.
  • PFW Advisors bought 2,046 Broadcom shares in Q3 2026, an estimated $770K.
  • Broadcom made up 0.84% of PFW Advisors's portfolio in Q3 2026, its #23 holding.
  • PFW Advisors first reported a position in Broadcom in Q3 2019 and has held it in 14 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.