Wealth Quarterback
AVGO icon

Wealth Quarterback’s Broadcom AVGO Stock Holding History

Wealth Quarterback’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 		$535K Sell
1,523
-28
-2% -$10.5K 0.16% 89
2026
Q2 		$586K Buy
1,551
+54
+4% +$21.7K 0.18% 84
2026
Q1 		$463K Sell
1,497
-31
-2% -$10.2K 0.18% 91
2025
Q4 		$529K Buy
1,528
+3
+0.2% +$1.07K 0.19% 82
2025
Q3 		$503K Sell
1,525
-413
-21% -$127K 0.19% 87
2025
Q2 		$534K Buy
1,938
+104
+6% +$22.6K 0.25% 80
2025
Q1 		$307K Buy
1,834
+6
+0.3% +$1.27K 0.17% 97
2024
Q4 		$424K Sell
1,828
-2,542
-58% -$470K 0.2% 77
2024
Q3 		$754K Buy
4,370
+330
+8% +$52.9K 0.39% 56
2024
Q2 		$649K Buy
4,040
+2,520
+166% +$353K 0.37% 58
2024
Q1 		$202K Buy
+1,520
New +$188K 0.11% 112
2021
Q3 		$60K Buy
1,230
+20
+2% +$973 0.04% 208
2021
Q2 		$58K Buy
+1,210
New +$56.1K 0.04% 220
2020
Q4 		– Sell
-10,490
Closed -$331K – 108
2020
Q3 		$331K Hold
10,490
– – 0.3% 77
2020
Q2 		$331K Buy
10,490
+2,270
+28% +$63.5K 0.3% 77
2020
Q1 		$193K Sell
8,220
-23,830
-74% -$671K 0.18% 106
2019
Q4 		$211K Buy
+32,050
New +$973K 0.18% 103

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Wealth Quarterback's AVGO Position: Q3 2026 in Review

Wealth Quarterback reduced its Broadcom (AVGO) stake by 1.8% in Q3 2026, selling an estimated $10.5K and leaving 1,523 shares worth $535K. The position accounts for 0.16% of the portfolio, ranked #89.

Wealth Quarterback first reported a position in AVGO in Q4 2019 and has held it in 17 quarters since. The position peaked at $754K in Q3 2024. 1,611 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Wealth Quarterback held 1,523 shares of Broadcom worth $535K as of Q3 2026.
  • Wealth Quarterback sold 28 Broadcom shares in Q3 2026, an estimated $10.5K.
  • Broadcom made up 0.16% of Wealth Quarterback's portfolio in Q3 2026, its #89 holding.
  • Wealth Quarterback first reported a position in Broadcom in Q4 2019 and has held it in 17 quarters since.
  • Wealth Quarterback's Broadcom position peaked at $754K in Q3 2024.
  • 1,611 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.