RBA Wealth Management
AVGO icon

RBA Wealth Management’s Broadcom AVGO Stock Holding History

RBA 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 		$8.53M Buy
24,277
+3,252
+15% +$1.22M 2.7% 7
2026
Q2 		$7.94M Sell
21,025
-9,472
-31% -$3.8M 2.91% 4
2026
Q1 		$9.44M Sell
30,497
-207
-0.7% -$68.1K 3.4% 4
2025
Q4 		$10.6M Sell
30,704
-748
-2% -$267K 3.6% 3
2025
Q3 		$10.4M Sell
31,452
-1,086
-3% -$333K 3.58% 3
2025
Q2 		$8.97M Sell
32,538
-714
-2% -$155K 3.34% 2
2025
Q1 		$5.57M Sell
33,252
-18,247
-35% -$3.86M 2.2% 12
2024
Q4 		$11.9M Sell
51,499
-2,497
-5% -$462K 4.55% 1
2024
Q3 		$9.31M Sell
53,996
-614
-1% -$98.4K 3.59% 2
2024
Q2 		$8.77M Sell
54,610
-4,530
-8% -$635K 3.51% 3
2024
Q1 		$7.84M Sell
59,140
-10,770
-15% -$1.33M 3.18% 2
2023
Q4 		$7.8M Sell
69,910
-4,000
-5% -$379K 3.41% 2
2023
Q3 		$6.14M Sell
73,910
-660
-0.9% -$57.2K 2.95% 5
2023
Q2 		$6.47M Sell
74,570
-850
-1% -$60.6K 3.02% 4
2023
Q1 		$4.84M Buy
75,420
+5,950
+9% +$358K 2.41% 13
2022
Q4 		$3.88M Buy
69,470
+2,160
+3% +$108K 2.04% 23
2022
Q3 		$2.99M Buy
67,310
+2,540
+4% +$130K 1.72% 30
2022
Q2 		$3.15M Buy
64,770
+2,410
+4% +$135K 1.74% 32
2022
Q1 		$3.93M Buy
62,360
+4,950
+9% +$294K 1.89% 23
2021
Q4 		$3.82M Buy
57,410
+7,670
+15% +$431K 1.8% 24
2021
Q3 		$2.41M Sell
49,740
-2,870
-5% -$140K 5.82% 8
2021
Q2 		$2.51M Sell
52,610
-1,860
-3% -$86.2K 5.33% 8
2021
Q1 		$2.53M Sell
54,470
-880
-2% -$40.7K 2.14% 17
2020
Q4 		$2.42M Sell
55,350
-8,390
-13% -$327K 1.46% 29
2020
Q3 		$2.32M Sell
63,740
-6,270
-9% -$210K 1.57% 24
2020
Q2 		$2.21M Sell
70,010
-340
-0.5% -$9.5K 1.61% 23
2020
Q1 		$1.67M Sell
70,350
-6,540
-9% -$184K 1.44% 31
2019
Q4 		$2.42M Sell
76,890
-3,650
-5% -$111K 1.65% 31
2019
Q3 		$2.22M Sell
80,540
-8,200
-9% -$233K 1.7% 30
2019
Q2 		$2.56M Sell
88,740
-25,770
-23% -$751K 1.97% 23
2019
Q1 		$3.52M Buy
+114,510
New +$3.1M 2.74% 2

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

RBA Wealth Management increased its Broadcom (AVGO) stake by 15% in Q3 2026, buying an estimated $1.22M and bringing the position to 24,277 shares worth $8.53M. The position accounts for 2.7% of the portfolio, ranked #7.

RBA Wealth Management first reported a position in AVGO in Q1 2019 and has held it in 31 quarters since. The position peaked at $11.9M in Q4 2024. 2,911 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • RBA Wealth Management held 24,277 shares of Broadcom worth $8.53M as of Q3 2026.
  • RBA Wealth Management bought 3,252 Broadcom shares in Q3 2026, an estimated $1.22M.
  • Broadcom made up 2.7% of RBA Wealth Management's portfolio in Q3 2026, its #7 holding.
  • RBA Wealth Management first reported a position in Broadcom in Q1 2019 and has held it in 31 quarters since.
  • RBA Wealth Management's Broadcom position peaked at $11.9M in Q4 2024.
  • 2,911 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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