Values First Advisors’s Broadcom AVGO Stock Holding History

Values First 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	$2.77M	Sell	7,895 -579	-7%	-$218K	1.3%	13
2026 Q2	$3.2M	Buy	8,474 +4,424	+109%	+$1.77M	1.46%	11
2026 Q1	$1.25M	Buy	4,050 +433	+12%	+$142K	0.65%	50
2025 Q4	$1.25M	Buy	3,617 +618	+21%	+$221K	0.65%	49
2025 Q3	$989K	Sell	2,999 -19	-0.6%	-$5.83K	0.53%	57
2025 Q2	$832K	Sell	3,018 -34	-1%	-$7.38K	0.45%	63
2025 Q1	$512K	Buy	3,052 +1,013	+50%	+$214K	0.3%	93
2024 Q4	$473K	Buy	+2,039	New	+$377K	0.26%	102

Other funds holding AVGO

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Values First Advisors's AVGO Position: Q3 2026 in Review

Values First Advisors reduced its Broadcom (AVGO) stake by 6.8% in Q3 2026, selling an estimated $218K and leaving 7,895 shares worth $2.77M. The position accounts for 1.3% of the portfolio, ranked #13.

Values First Advisors first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.2M in Q2 2026. 1,956 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Values First Advisors held 7,895 shares of Broadcom worth $2.77M as of Q3 2026.
Values First Advisors sold 579 Broadcom shares in Q3 2026, an estimated $218K.
Broadcom made up 1.3% of Values First Advisors's portfolio in Q3 2026, its #13 holding.
Values First Advisors first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
Values First Advisors's Broadcom position peaked at $3.2M in Q2 2026.
1,956 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.