West Wealth Group
AVGO icon

West Wealth Group’s Broadcom AVGO Stock Holding History

West Wealth Group’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 		$4.89M Buy
13,927
+906
+7% +$341K 0.76% 22
2026
Q2 		$4.92M Buy
13,021
+530
+4% +$213K 0.8% 20
2026
Q1 		$3.87M Buy
12,491
+193
+2% +$63.5K 0.76% 21
2025
Q4 		$4.26M Buy
12,298
+381
+3% +$136K 0.88% 22
2025
Q3 		$4.19M Buy
11,917
+276
+2% +$84.7K 0.94% 22
2025
Q2 		$3.51M Buy
11,641
+132
+1% +$28.7K 0.87% 21
2025
Q1 		$1.94M Buy
11,509
+276
+2% +$58.4K 0.57% 26
2024
Q4 		$2.6M Buy
11,233
+1,554
+16% +$287K 0.78% 22
2024
Q3 		$1.67M Buy
9,679
+419
+5% +$67.2K 0.54% 24
2024
Q2 		$1.49M Buy
9,260
+50
+0.5% +$7.01K 0.53% 26
2024
Q1 		$1.22M Buy
9,210
+30
+0.3% +$3.72K 0.45% 30
2023
Q4 		$1.02M Sell
9,180
-10
-0.1% -$947 0.4% 27
2023
Q3 		$763K Sell
9,190
-140
-2% -$12.1K 0.33% 31
2023
Q2 		$809K Buy
9,330
+30
+0.3% +$2.14K 0.34% 26
2023
Q1 		$597K Buy
9,300
+50
+0.5% +$3.01K 0.28% 26
2022
Q4 		$517K Sell
9,250
-60
-0.6% -$3.01K 0.26% 31
2022
Q3 		$413K Sell
9,310
-170
-2% -$8.68K 0.21% 37
2022
Q2 		$460K Buy
9,480
+5,910
+166% +$332K 0.21% 34
2022
Q1 		$225K Sell
3,570
-10
-0.3% -$594 0.09% 56
2021
Q4 		$238K Buy
+3,580
New +$201K 0.09% 54

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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

West Wealth Group's AVGO Position: Q3 2026 in Review

West Wealth Group increased its Broadcom (AVGO) stake by 7% in Q3 2026, buying an estimated $341K and bringing the position to 13,927 shares worth $4.89M. The position accounts for 0.76% of the portfolio, ranked #22.

West Wealth Group first reported a position in AVGO in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.92M in Q2 2026. 1,433 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • West Wealth Group held 13,927 shares of Broadcom worth $4.89M as of Q3 2026.
  • West Wealth Group bought 906 Broadcom shares in Q3 2026, an estimated $341K.
  • Broadcom made up 0.76% of West Wealth Group's portfolio in Q3 2026, its #22 holding.
  • West Wealth Group first reported a position in Broadcom in Q4 2021 and has held it in 20 quarters since.
  • West Wealth Group's Broadcom position peaked at $4.92M in Q2 2026.
  • 1,433 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.