Sendero Wealth Management
AVGO icon

Sendero Wealth Management’s Broadcom AVGO Stock Holding History

Sendero 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 		$14.2M Sell
40,313
-4,432
-10% -$1.67M 1.41% 11
2026
Q2 		$16.9M Sell
44,745
-987
-2% -$396K 1.68% 8
2026
Q1 		$14.2M Buy
45,732
+276
+0.6% +$90.8K 1.57% 10
2025
Q4 		$15.7M Buy
45,456
+711
+2% +$254K 1.74% 9
2025
Q3 		$14.8M Buy
44,745
+20,910
+88% +$6.41M 1.73% 11
2025
Q2 		$6.57M Buy
23,835
+9,086
+62% +$1.97M 0.82% 27
2025
Q1 		$2.47M Buy
14,749
+12,713
+624% +$2.69M 0.34% 57
2024
Q4 		$472K Buy
2,036
+226
+12% +$41.8K 0.07% 130
2024
Q3 		$312K Hold
1,810
– – 0.05% 145
2024
Q2 		$291K Sell
1,810
-710
-28% -$100K 0.05% 145
2024
Q1 		$334K Buy
2,520
+460
+22% +$57K 0.06% 137
2023
Q4 		$230K Buy
+2,060
New +$195K 0.04% 143

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

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

Sendero Wealth Management reduced its Broadcom (AVGO) stake by 9.9% in Q3 2026, selling an estimated $1.67M and leaving 40,313 shares worth $14.2M. The position accounts for 1.41% of the portfolio, ranked #11.

Sendero Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.9M in Q2 2026. 1,718 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sendero Wealth Management held 40,313 shares of Broadcom worth $14.2M as of Q3 2026.
  • Sendero Wealth Management sold 4,432 Broadcom shares in Q3 2026, an estimated $1.67M.
  • Broadcom made up 1.41% of Sendero Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Sendero Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Sendero Wealth Management's Broadcom position peaked at $16.9M in Q2 2026.
  • 1,718 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.