Sarasin & Partners
AVGO icon

Sarasin & Partners’s Broadcom AVGO Stock Holding History

Sarasin & 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 		$292M Sell
831,157
-319,993
-28% -$120M 3.27% 8
2026
Q2 		$435M Buy
1,151,150
+81,998
+8% +$32.9M 5.09% 6
2026
Q1 		$331M Buy
1,069,152
+237,095
+28% +$78M 4.04% 7
2025
Q4 		$288M Buy
832,057
+119,119
+17% +$42.6M 2.99% 11
2025
Q3 		$234M Sell
712,938
-97,988
-12% -$30.1M 2.29% 19
2025
Q2 		$224M Buy
810,926
+195,466
+32% +$42.4M 2.23% 18
2025
Q1 		$103M Sell
615,460
-65,912
-10% -$13.9M 1.12% 31
2024
Q4 		$158M Sell
681,372
-463,736
-40% -$85.8M 1.74% 22
2024
Q3 		$198M Sell
1,145,108
-629,422
-35% -$101M 1.86% 26
2024
Q2 		$285M Buy
1,774,530
+61,400
+4% +$8.6M 2.52% 17
2024
Q1 		$227M Buy
1,713,130
+10,540
+0.6% +$1.31M 2.24% 18
2023
Q4 		$190M Sell
1,702,590
-782,730
-31% -$74.1M 2.09% 22
2023
Q3 		$206M Sell
2,485,320
-11,480
-0.5% -$995K 2.58% 14
2023
Q2 		$217M Sell
2,496,800
-515,530
-17% -$36.8M 2.51% 17
2023
Q1 		$193M Sell
3,012,330
-85,650
-3% -$5.15M 2.44% 15
2022
Q4 		$173M Buy
3,097,980
+704,350
+29% +$35.3M 2.27% 16
2022
Q3 		$106M Sell
2,393,630
-7,690
-0.3% -$393K 1.47% 28
2022
Q2 		$117M Sell
2,401,320
-94,960
-4% -$5.33M 1.47% 28
2022
Q1 		$157M Sell
2,496,280
-349,160
-12% -$20.7M 1.58% 24
2021
Q4 		$189M Sell
2,845,440
-246,390
-8% -$13.8M 1.72% 28
2021
Q3 		$150M Sell
3,091,830
-579,480
-16% -$28.2M 1.51% 28
2021
Q2 		$175M Sell
3,671,310
-51,240
-1% -$2.37M 1.83% 24
2021
Q1 		$173M Sell
3,722,550
-771,100
-17% -$35.7M 2.04% 22
2020
Q4 		$197M Sell
4,493,650
-207,530
-4% -$8.09M 2.6% 17
2020
Q3 		$171M Buy
4,701,180
+6,980
+0.1% +$234K 2.48% 17
2020
Q2 		$148M Buy
4,694,200
+98,440
+2% +$2.76M 2.37% 17
2020
Q1 		$109M Buy
4,595,760
+616,310
+15% +$17.4M 2.14% 22
2019
Q4 		$126M Buy
3,979,450
+485,210
+14% +$14.7M 1.92% 19
2019
Q3 		$96.5M Buy
+3,494,240
New +$99.3M 1.6% 23

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

Sarasin & Partners's AVGO Position: Q3 2026 in Review

Sarasin & Partners reduced its Broadcom (AVGO) stake by 28% in Q3 2026, selling an estimated $120M and leaving 831,157 shares worth $292M. The position accounts for 3.27% of the portfolio, ranked #8.

Sarasin & Partners first reported a position in AVGO in Q3 2019 and has held it in 29 quarters since. The position peaked at $435M in Q2 2026. 2,073 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sarasin & Partners held 831,157 shares of Broadcom worth $292M as of Q3 2026.
  • Sarasin & Partners sold 319,993 Broadcom shares in Q3 2026, an estimated $120M.
  • Broadcom made up 3.27% of Sarasin & Partners's portfolio in Q3 2026, its #8 holding.
  • Sarasin & Partners first reported a position in Broadcom in Q3 2019 and has held it in 29 quarters since.
  • Sarasin & Partners's Broadcom position peaked at $435M in Q2 2026.
  • 2,073 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Sarasin & Partners's 13F filing for Q3 2026, filed 13 Oct 2026.