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AVGO icon

Sound Stewardship’s Broadcom AVGO Stock Holding History

Sound Stewardship’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 		$266K Hold
756
– – 0.11% 68
2026
Q2 		$286K Buy
+756
New +$303K 0.12% 58

Other funds holding AVGO

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sound Stewardship's AVGO Position: Q3 2026 in Review

Sound Stewardship held its Broadcom (AVGO) position steady in Q3 2026 at 756 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #68.

Sound Stewardship first reported a position in AVGO in Q2 2026 and has held it in 2 quarters since. The position peaked at $286K in Q2 2026. 588 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sound Stewardship held 756 shares of Broadcom worth $266K as of Q3 2026.
  • Sound Stewardship left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.11% of Sound Stewardship's portfolio in Q3 2026, its #68 holding.
  • Sound Stewardship first reported a position in Broadcom in Q2 2026 and has held it in 2 quarters since.
  • Sound Stewardship's Broadcom position peaked at $286K in Q2 2026.
  • 588 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.