UMB Private Wealth Management’s Broadcom AVGO Stock Holding History

UMB Private 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	$1.31M	Buy	+3,732	New	+$1.4M	1.27%	14

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

UMB Private Wealth Management's AVGO Position: Q3 2026 in Review

UMB Private Wealth Management opened a new position in Broadcom (AVGO) in Q3 2026: 3,732 shares worth $1.31M. The stake represents 1.27% of the portfolio and ranks #14 among its holdings.

3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

UMB Private Wealth Management held 3,732 shares of Broadcom worth $1.31M as of Q3 2026.
Broadcom was a new UMB Private Wealth Management position in Q3 2026.
Broadcom made up 1.27% of UMB Private Wealth Management's portfolio in Q3 2026, its #14 holding.
3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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