Values Added Financial’s Broadcom AVGO Stock Holding History

Values Added Financial’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	$1M	Buy	2,851 +105	+4%	+$39.5K	0.36%	52
2026 Q2	$1.04M	Buy	2,746 +605	+28%	+$243K	0.37%	49
2026 Q1	$663K	Buy	2,141 +10	+0.5%	+$3.29K	0.28%	59
2025 Q4	$738K	Buy	2,131 +81	+4%	+$29K	0.31%	56
2025 Q3	$676K	Buy	2,050 +193	+10%	+$59.2K	0.3%	61
2025 Q2	$512K	Buy	1,857 +216	+13%	+$46.9K	0.25%	72
2025 Q1	$275K	Buy	1,641 +84	+5%	+$17.8K	0.15%	97
2024 Q4	$361K	Sell	1,557 -35	-2%	-$6.47K	0.21%	81
2024 Q3	$275K	Buy	1,592 +32	+2%	+$5.13K	0.17%	88
2024 Q2	$250K	Buy	+1,560	New	+$219K	0.18%	79

Other funds holding AVGO

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Values Added Financial's AVGO Position: Q3 2026 in Review

Values Added Financial increased its Broadcom (AVGO) stake by 3.8% in Q3 2026, buying an estimated $39.5K and bringing the position to 2,851 shares worth $1M. The position accounts for 0.36% of the portfolio, ranked #52.

Values Added Financial first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q2 2026. 2,131 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Values Added Financial held 2,851 shares of Broadcom worth $1M as of Q3 2026.
Values Added Financial bought 105 Broadcom shares in Q3 2026, an estimated $39.5K.
Broadcom made up 0.36% of Values Added Financial's portfolio in Q3 2026, its #52 holding.
Values Added Financial first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
Values Added Financial's Broadcom position peaked at $1.04M in Q2 2026.
2,131 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.