Teamwork Financial Advisors
AVGO icon

Teamwork Financial Advisors’s Broadcom AVGO Stock Holding History

Teamwork Financial 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 		$2.85M Sell
8,114
-30,189
-79% -$11.4M 0.31% 63
2026
Q2 		$14.5M Sell
38,303
-4,094
-10% -$1.64M 1.31% 23
2026
Q1 		$13.1M Sell
42,397
-2,707
-6% -$891K 1.39% 24
2025
Q4 		$15.6M Buy
45,104
+3,609
+9% +$1.29M 1.58% 17
2025
Q3 		$13.7M Buy
41,495
+34,354
+481% +$10.5M 1.41% 27
2025
Q2 		$1.97M Sell
7,141
-3,211
-31% -$697K 0.23% 71
2025
Q1 		$1.73M Buy
10,352
+2,492
+32% +$527K 0.23% 70
2024
Q4 		$1.82M Sell
7,860
-4,781
-38% -$884K 0.24% 64
2024
Q3 		$2.18M Sell
12,641
-849
-6% -$136K 0.3% 51
2024
Q2 		$2.17M Sell
13,490
-6,510
-33% -$912K 0.32% 55
2024
Q1 		$2.65M Sell
20,000
-5,040
-20% -$624K 0.41% 46
2023
Q4 		$2.8M Buy
25,040
+200
+0.8% +$18.9K 0.48% 40
2023
Q3 		$2.06M Buy
24,840
+350
+1% +$30.3K 0.34% 49
2023
Q2 		$2.12M Sell
24,490
-1,400
-5% -$100K 0.35% 50
2023
Q1 		$1.66M Sell
25,890
-87,750
-77% -$5.28M 0.31% 54
2022
Q4 		$6.35M Buy
113,640
+15,310
+16% +$768K 1.28% 17
2022
Q3 		$4.37M Buy
98,330
+9,900
+11% +$506K 0.94% 19
2022
Q2 		$4.3M Buy
88,430
+56,260
+175% +$3.16M 0.94% 17
2022
Q1 		$2.03M Sell
32,170
-42,220
-57% -$2.51M 0.38% 57
2021
Q4 		$4.95M Buy
74,390
+24,080
+48% +$1.35M 0.91% 18
2021
Q3 		$2.44M Buy
50,310
+4,890
+11% +$238K 0.48% 36
2021
Q2 		$2.17M Sell
45,420
-13,580
-23% -$629K 0.44% 39
2021
Q1 		$2.74M Sell
59,000
-9,480
-14% -$438K 0.64% 27
2020
Q4 		$3M Buy
68,480
+8,970
+15% +$350K 0.71% 20
2020
Q3 		$2.17M Buy
59,510
+4,030
+7% +$135K 0.67% 21
2020
Q2 		$1.75M Buy
55,480
+38,980
+236% +$1.09M 0.63% 32
2020
Q1 		$391K Buy
+16,500
New +$465K 0.24% 76

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Teamwork Financial Advisors's AVGO Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Broadcom (AVGO) stake by 79% in Q3 2026, selling an estimated $11.4M and leaving 8,114 shares worth $2.85M. The position accounts for 0.31% of the portfolio, ranked #63.

Teamwork Financial Advisors first reported a position in AVGO in Q1 2020 and has held it in 27 quarters since. The position peaked at $15.6M in Q4 2025. 3,027 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Teamwork Financial Advisors held 8,114 shares of Broadcom worth $2.85M as of Q3 2026.
  • Teamwork Financial Advisors sold 30,189 Broadcom shares in Q3 2026, an estimated $11.4M.
  • Broadcom made up 0.31% of Teamwork Financial Advisors's portfolio in Q3 2026, its #63 holding.
  • Teamwork Financial Advisors first reported a position in Broadcom in Q1 2020 and has held it in 27 quarters since.
  • Teamwork Financial Advisors's Broadcom position peaked at $15.6M in Q4 2025.
  • 3,027 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.