Somerset Trust
AVGO icon

Somerset Trust’s Broadcom AVGO Stock Holding History

Somerset Trust’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 		$6.22M Sell
17,720
-311
-2% -$117K 1.76% 13
2026
Q2 		$6.81M Buy
18,031
+20
+0.1% +$8.02K 1.93% 13
2026
Q1 		$5.57M Buy
18,011
+479
+3% +$158K 1.71% 16
2025
Q4 		$6.07M Buy
17,532
+88
+0.5% +$31.5K 1.86% 13
2025
Q3 		$5.75M Buy
17,444
+277
+2% +$85K 1.78% 16
2025
Q2 		$4.73M Buy
+17,167
New +$3.73M 1.54% 23

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Somerset Trust's AVGO Position: Q3 2026 in Review

Somerset Trust reduced its Broadcom (AVGO) stake by 1.7% in Q3 2026, selling an estimated $117K and leaving 17,720 shares worth $6.22M. The position accounts for 1.76% of the portfolio, ranked #13.

Somerset Trust first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.81M in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Somerset Trust held 17,720 shares of Broadcom worth $6.22M as of Q3 2026.
  • Somerset Trust sold 311 Broadcom shares in Q3 2026, an estimated $117K.
  • Broadcom made up 1.76% of Somerset Trust's portfolio in Q3 2026, its #13 holding.
  • Somerset Trust first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • Somerset Trust's Broadcom position peaked at $6.81M in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.