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Steel Grove Capital Advisors’s Broadcom AVGO Stock Holding History

Steel Grove Capital Advisors’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 		$1.96M Buy
5,580
+95
+2% +$35.8K 0.17% 69
2026
Q2 		$2.07M Sell
5,485
-325
-6% -$130K 0.19% 55
2026
Q1 		$1.8M Buy
5,810
+303
+6% +$99.7K 0.19% 59
2025
Q4 		$1.91M Buy
5,507
+1,204
+28% +$431K 0.2% 46
2025
Q3 		$1.19M Hold
4,303
– – 0.14% 91
2025
Q2 		$1.19M Buy
4,303
+1
+0% +$217 0.14% 92
2025
Q1 		$720K Sell
4,302
-414
-9% -$87.6K 0.11% 97
2024
Q4 		$1.09M Sell
4,716
-862
-15% -$159K 0.15% 79
2024
Q3 		$963K Sell
5,578
-332
-6% -$53.2K 0.14% 82
2024
Q2 		$949K Sell
5,910
-3,270
-36% -$458K 0.13% 83
2024
Q1 		$1.22M Buy
9,180
+3,950
+76% +$489K 0.16% 81
2023
Q4 		$584K Sell
5,230
-450
-8% -$42.6K 0.08% 91
2023
Q3 		$472K Sell
5,680
-31,750
-85% -$2.75M 0.06% 114
2023
Q2 		$3.25M Sell
37,430
-1,850
-5% -$132K 0.41% 33
2023
Q1 		$2.52M Sell
39,280
-3,210
-8% -$193K 0.34% 36
2022
Q4 		$2.38M Buy
42,490
+1,230
+3% +$61.7K 0.34% 40
2022
Q3 		$1.83M Buy
41,260
+11,800
+40% +$603K 0.33% 42
2022
Q2 		$1.43M Buy
29,460
+1,440
+5% +$80.8K 0.26% 65
2022
Q1 		$1.76M Sell
28,020
-8,210
-23% -$488K 0.28% 55
2021
Q4 		$2.41M Buy
36,230
+140
+0.4% +$7.87K 0.48% 25
2021
Q3 		$1.75M Buy
36,090
+490
+1% +$23.8K 0.4% 40
2021
Q2 		$1.7M Buy
35,600
+3,220
+10% +$149K 0.47% 42
2021
Q1 		$1.5M Sell
32,380
-3,000
-8% -$139K 0.49% 47
2020
Q4 		$1.55M Sell
35,380
-710
-2% -$27.7K 0.51% 29
2020
Q3 		$1.31M Sell
36,090
-8,740
-19% -$293K 0.54% 42
2020
Q2 		$1.42M Sell
44,830
-6,710
-13% -$188K 0.63% 24
2020
Q1 		$1.22M Sell
51,540
-550
-1% -$15.5K 0.8% 34
2019
Q4 		$1.65M Buy
52,090
+670
+1% +$20.3K 0.92% 28
2019
Q3 		$1.42M Buy
+51,420
New +$1.46M 0.84% 43
2019
Q1 		– Sell
-217,820
Closed -$5.54M – 131
2018
Q4 		$5.54M Sell
217,820
-53,340
-20% -$1.26M 0.78% 42
2018
Q3 		$6.69M Buy
+271,160
New +$6.08M 0.93% 40

Other funds holding AVGO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Steel Grove Capital Advisors's AVGO Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its Broadcom (AVGO) stake by 1.7% in Q3 2026, buying an estimated $35.8K and bringing the position to 5,580 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #69.

Steel Grove Capital Advisors first reported a position in AVGO in Q3 2018 and has held it in 31 quarters since. The position peaked at $6.69M in Q3 2018. 716 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Steel Grove Capital Advisors held 5,580 shares of Broadcom worth $1.96M as of Q3 2026.
  • Steel Grove Capital Advisors bought 95 Broadcom shares in Q3 2026, an estimated $35.8K.
  • Broadcom made up 0.17% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #69 holding.
  • Steel Grove Capital Advisors first reported a position in Broadcom in Q3 2018 and has held it in 31 quarters since.
  • Steel Grove Capital Advisors's Broadcom position peaked at $6.69M in Q3 2018.
  • 716 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.