Root Financial Partners’s Broadcom AVGO Stock Holding History

Root Financial 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	$11.6M	Buy	33,026 +472	+1%	+$178K	0.39%	30
2026 Q2	$12.3M	Buy	32,554 +1,572	+5%	+$630K	0.48%	23
2026 Q1	$9.6M	Sell	30,982 -2,313	-7%	-$761K	0.44%	26
2025 Q4	$11.5M	Buy	33,295 +12,016	+56%	+$4.3M	0.59%	23
2025 Q3	$7.02M	Buy	21,279 +703	+3%	+$216K	0.43%	26
2025 Q2	$5.67M	Buy	20,576 +15,127	+278%	+$3.28M	0.55%	28
2025 Q1	$932K	Sell	5,449 -2,380	-30%	-$504K	0.1%	71
2024 Q4	$1.82M	Buy	7,829 +3,265	+72%	+$604K	0.23%	35
2024 Q3	$787K	Buy	4,564 +924	+25%	+$148K	0.13%	63
2024 Q2	$585K	Buy	3,640 +1,290	+55%	+$181K	0.14%	61
2024 Q1	$312K	Buy	2,350 +180	+8%	+$22.3K	0.09%	76
2023 Q4	$243K	Buy	+2,170	New	+$205K	0.09%	69

Other funds holding AVGO

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Root Financial Partners's AVGO Position: Q3 2026 in Review

Root Financial Partners increased its Broadcom (AVGO) stake by 1.4% in Q3 2026, buying an estimated $178K and bringing the position to 33,026 shares worth $11.6M. The position accounts for 0.39% of the portfolio, ranked #30.

Root Financial Partners first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q2 2026. 2,073 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Root Financial Partners held 33,026 shares of Broadcom worth $11.6M as of Q3 2026.
Root Financial Partners bought 472 Broadcom shares in Q3 2026, an estimated $178K.
Broadcom made up 0.39% of Root Financial Partners's portfolio in Q3 2026, its #30 holding.
Root Financial Partners first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
Root Financial Partners's Broadcom position peaked at $12.3M in Q2 2026.
2,073 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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