Split Rock Private Trading & Wealth Management
AVGO icon

Split Rock Private Trading & Wealth Management’s Broadcom AVGO Stock Holding History

Split Rock Private Trading & 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 		$356K Sell
1,014
-107
-10% -$40.3K 0.24% 36
2026
Q2 		$424K Buy
1,121
+46
+4% +$18.4K 0.29% 29
2026
Q1 		$333K Sell
1,075
-482
-31% -$159K 0.26% 31
2025
Q4 		$539K Buy
+1,557
New +$557K 0.43% 22

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 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

Split Rock Private Trading & Wealth Management's AVGO Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management reduced its Broadcom (AVGO) stake by 9.5% in Q3 2026, selling an estimated $40.3K and leaving 1,014 shares worth $356K. The position accounts for 0.24% of the portfolio, ranked #36.

Split Rock Private Trading & Wealth Management first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $539K in Q4 2025. 3,708 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 1,014 shares of Broadcom worth $356K as of Q3 2026.
  • Split Rock Private Trading & Wealth Management sold 107 Broadcom shares in Q3 2026, an estimated $40.3K.
  • Broadcom made up 0.24% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Split Rock Private Trading & Wealth Management's Broadcom position peaked at $539K in Q4 2025.
  • 3,708 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.