TWM
AVGO icon

Todd Wealth Management’s Broadcom AVGO Stock Holding History

Todd 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 		$3.71M Sell
10,553
-54
-0.5% -$20.3K 2.83% 8
2026
Q2 		$4.01M Buy
10,607
+97
+0.9% +$38.9K 3.04% 9
2026
Q1 		$3.25M Sell
10,510
-47
-0.4% -$15.5K 2.96% 7
2025
Q4 		$3.65M Buy
+10,557
New +$3.78M 3.31% 7

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Todd Wealth Management's AVGO Position: Q3 2026 in Review

Todd Wealth Management reduced its Broadcom (AVGO) stake by 0.51% in Q3 2026, selling an estimated $20.3K and leaving 10,553 shares worth $3.71M. The position accounts for 2.83% of the portfolio, ranked #8.

Todd Wealth Management first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.01M in Q2 2026. 2,073 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Todd Wealth Management held 10,553 shares of Broadcom worth $3.71M as of Q3 2026.
  • Todd Wealth Management sold 54 Broadcom shares in Q3 2026, an estimated $20.3K.
  • Broadcom made up 2.83% of Todd Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Todd Wealth Management first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Broadcom position peaked at $4.01M in Q2 2026.
  • 2,073 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.