Smartleaf Asset Management
AVGO icon

Smartleaf Asset Management’s Broadcom AVGO Stock Holding History

Smartleaf Asset 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 		$27.2M Buy
76,576
+8,114
+12% +$3.05M 0.78% 22
2026
Q2 		$25.5M Hold
68,462
– – 0.83% 19
2026
Q1 		$20.1M Buy
68,462
+5,389
+9% +$1.77M 0.73% 21
2025
Q4 		$22.1M Buy
63,073
+6,077
+11% +$2.17M 0.84% 20
2025
Q3 		$18.7M Buy
56,996
+17,180
+43% +$5.27M 1.16% 8
2025
Q2 		$10.7M Sell
39,816
-2,812
-7% -$611K 0.95% 16
2025
Q1 		$7.21M Sell
42,628
-236
-0.6% -$49.9K 0.7% 23
2024
Q4 		$10.1M Buy
42,864
+6,909
+19% +$1.28M 1.03% 9
2024
Q3 		$6.21M Buy
35,955
+10,945
+44% +$1.75M 0.75% 20
2024
Q2 		$3.97M Buy
25,010
+4,970
+25% +$697K 0.65% 27
2024
Q1 		$2.64M Buy
20,040
+6,540
+48% +$810K 0.51% 41
2023
Q4 		$1.5M Buy
+13,500
New +$1.28M 0.4% 59

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Smartleaf Asset Management's AVGO Position: Q3 2026 in Review

Smartleaf Asset Management increased its Broadcom (AVGO) stake by 12% in Q3 2026, buying an estimated $3.05M and bringing the position to 76,576 shares worth $27.2M. The position accounts for 0.78% of the portfolio, ranked #22.

Smartleaf Asset Management first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Smartleaf Asset Management held 76,576 shares of Broadcom worth $27.2M as of Q3 2026.
  • Smartleaf Asset Management bought 8,114 Broadcom shares in Q3 2026, an estimated $3.05M.
  • Broadcom made up 0.78% of Smartleaf Asset Management's portfolio in Q3 2026, its #22 holding.
  • Smartleaf Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.