Traub Capital Management
AVGO icon

Traub Capital Management’s Broadcom AVGO Stock Holding History

Traub Capital 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 		$655K Hold
1,864
– – 0.57% 43
2026
Q2 		$704K Hold
1,864
– – 0.63% 37
2026
Q1 		$577K Sell
1,864
-51
-3% -$16.8K 0.57% 48
2025
Q4 		$663K Sell
1,915
-77
-4% -$27.5K 0.64% 43
2025
Q3 		$657K Hold
1,992
– – 0.65% 41
2025
Q2 		$549K Buy
+1,992
New +$433K 0.51% 51

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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

Traub Capital Management's AVGO Position: Q3 2026 in Review

Traub Capital Management held its Broadcom (AVGO) position steady in Q3 2026 at 1,864 shares worth $655K. The position accounts for 0.57% of the portfolio, ranked #43.

Traub Capital Management first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $704K in Q2 2026. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Traub Capital Management held 1,864 shares of Broadcom worth $655K as of Q3 2026.
  • Traub Capital Management left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.57% of Traub Capital Management's portfolio in Q3 2026, its #43 holding.
  • Traub Capital Management first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • Traub Capital Management's Broadcom position peaked at $704K in Q2 2026.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Traub Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.