Stewardship Advisors’s Broadcom AVGO Stock Holding History

Stewardship 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	$721K	Buy	2,053 +35	+2%	+$13.2K	0.15%	72
2026 Q2	$762K	Sell	2,018 -49	-2%	-$19.6K	0.16%	65
2026 Q1	$640K	Buy	2,067 +153	+8%	+$50.3K	0.15%	71
2025 Q4	$662K	Buy	1,914 +340	+22%	+$122K	0.15%	69
2025 Q3	$519K	Sell	1,574 -113	-7%	-$34.7K	0.12%	81
2025 Q2	$465K	Sell	1,687 -91	-5%	-$19.8K	0.12%	84
2025 Q1	$298K	Buy	1,778 +203	+13%	+$43K	0.08%	105
2024 Q4	$365K	Buy	1,575 +294	+23%	+$54.4K	0.1%	109
2024 Q3	$221K	Buy	+1,281	New	+$205K	0.06%	133

Other funds holding AVGO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Stewardship Advisors's AVGO Position: Q3 2026 in Review

Stewardship Advisors increased its Broadcom (AVGO) stake by 1.7% in Q3 2026, buying an estimated $13.2K and bringing the position to 2,053 shares worth $721K. The position accounts for 0.15% of the portfolio, ranked #72.

Stewardship Advisors first reported a position in AVGO in Q3 2024 and has held it in 9 quarters since. The position peaked at $762K in Q2 2026. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Stewardship Advisors held 2,053 shares of Broadcom worth $721K as of Q3 2026.
Stewardship Advisors bought 35 Broadcom shares in Q3 2026, an estimated $13.2K.
Broadcom made up 0.15% of Stewardship Advisors's portfolio in Q3 2026, its #72 holding.
Stewardship Advisors first reported a position in Broadcom in Q3 2024 and has held it in 9 quarters since.
Stewardship Advisors's Broadcom position peaked at $762K in Q2 2026.
3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.