Richard C. Young & Co
AVGO icon

Richard C. Young & Co’s Broadcom AVGO Stock Holding History

Richard C. Young & Co’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 		$44.8M Sell
127,426
-2,676
-2% -$1.01M 3.36% 4
2026
Q2 		$49.1M Sell
130,102
-895
-0.7% -$359K 3.62% 5
2026
Q1 		$40.5M Sell
130,997
-203
-0.2% -$66.8K 3.36% 3
2025
Q4 		$45.4M Sell
131,200
-3,453
-3% -$1.23M 4.07% 3
2025
Q3 		$44.4M Sell
134,653
-1,969
-1% -$604K 4.13% 2
2025
Q2 		$37.7M Buy
136,622
+756
+0.6% +$164K 3.72% 3
2025
Q1 		$22.7M Sell
135,866
-627
-0.5% -$133K 2.44% 5
2024
Q4 		$31.6M Buy
136,493
+103
+0.1% +$19.1K 3.45% 3
2024
Q3 		$23.5M Buy
136,390
+340
+0.2% +$54.5K 2.57% 5
2024
Q2 		$21.8M Buy
136,050
+930
+0.7% +$130K 2.66% 6
2024
Q1 		$17.9M Buy
+135,120
New +$16.7M 2.25% 11

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Richard C. Young & Co's AVGO Position: Q3 2026 in Review

Richard C. Young & Co reduced its Broadcom (AVGO) stake by 2.1% in Q3 2026, selling an estimated $1.01M and leaving 127,426 shares worth $44.8M. The position accounts for 3.36% of the portfolio, ranked #4.

Richard C. Young & Co first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $49.1M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Richard C. Young & Co held 127,426 shares of Broadcom worth $44.8M as of Q3 2026.
  • Richard C. Young & Co sold 2,676 Broadcom shares in Q3 2026, an estimated $1.01M.
  • Broadcom made up 3.36% of Richard C. Young & Co's portfolio in Q3 2026, its #4 holding.
  • Richard C. Young & Co first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
  • Richard C. Young & Co's Broadcom position peaked at $49.1M in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Richard C. Young & Co's 13F filing for Q3 2026, filed 4 Nov 2026.