Williams & Novak
AVGO icon

Williams & Novak’s Broadcom AVGO Stock Holding History

Williams & Novak’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 		$1.12M Sell
3,195
-119
-4% -$44.8K 0.66% 45
2026
Q2 		$1.25M Buy
3,314
+131
+4% +$52.5K 0.83% 37
2026
Q1 		$998K Buy
3,183
+140
+5% +$46.1K 0.75% 34
2025
Q4 		$1.05M Buy
3,043
+261
+9% +$93.3K 0.79% 33
2025
Q3 		$918K Buy
2,782
+15
+0.5% +$4.6K 0.71% 38
2025
Q2 		$763K Hold
2,767
– – 0.65% 44
2025
Q1 		$466K Buy
2,767
+11
+0.4% +$2.33K 0.46% 60
2024
Q4 		$639K Buy
2,756
+6
+0.2% +$1.11K 0.62% 42
2024
Q3 		$474K Sell
2,750
-1,310
-32% -$210K 0.44% 59
2024
Q2 		$652K Buy
4,060
+1,270
+46% +$178K 0.61% 42
2024
Q1 		$311K Hold
2,790
– – 0.35% 65
2023
Q4 		$311K Buy
+2,790
New +$264K 0.35% 65

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

Williams & Novak's AVGO Position: Q3 2026 in Review

Williams & Novak reduced its Broadcom (AVGO) stake by 3.6% in Q3 2026, selling an estimated $44.8K and leaving 3,195 shares worth $1.12M. The position accounts for 0.66% of the portfolio, ranked #45.

Williams & Novak first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q2 2026. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Williams & Novak held 3,195 shares of Broadcom worth $1.12M as of Q3 2026.
  • Williams & Novak sold 119 Broadcom shares in Q3 2026, an estimated $44.8K.
  • Broadcom made up 0.66% of Williams & Novak's portfolio in Q3 2026, its #45 holding.
  • Williams & Novak first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Williams & Novak's Broadcom position peaked at $1.25M in Q2 2026.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.