Winthrop Advisory Group
AVGO icon

Winthrop Advisory Group’s Broadcom AVGO Stock Holding History

Winthrop Advisory 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 		$3.29M Buy
9,354
+993
+12% +$374K 0.2% 50
2026
Q2 		$3.16M Buy
8,361
+1,533
+22% +$615K 0.21% 51
2026
Q1 		$2.11M Sell
6,828
-44
-0.6% -$14.5K 0.17% 54
2025
Q4 		$2.38M Buy
6,872
+279
+4% +$100K 0.2% 51
2025
Q3 		$2.17M Sell
6,593
-205
-3% -$62.9K 0.19% 50
2025
Q2 		$1.87M Buy
6,798
+121
+2% +$26.3K 0.18% 50
2025
Q1 		$1.12M Buy
6,677
+238
+4% +$50.4K 0.13% 53
2024
Q4 		$1.49M Buy
6,439
+2,351
+58% +$435K 0.18% 47
2024
Q3 		$705K Buy
4,088
+858
+27% +$138K 0.09% 71
2024
Q2 		$518K Buy
3,230
+660
+26% +$92.5K 0.07% 79
2024
Q1 		$340K Buy
2,570
+140
+6% +$17.3K 0.05% 107
2023
Q4 		$271K Buy
+2,430
New +$230K 0.04% 114
2023
Q3 		– Sell
-2,470
Closed -$215K – 129
2023
Q2 		$215K Buy
+2,470
New +$176K 0.03% 122

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Winthrop Advisory Group's AVGO Position: Q3 2026 in Review

Winthrop Advisory Group increased its Broadcom (AVGO) stake by 12% in Q3 2026, buying an estimated $374K and bringing the position to 9,354 shares worth $3.29M. The position accounts for 0.2% of the portfolio, ranked #50.

Winthrop Advisory Group first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 1,800 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Winthrop Advisory Group held 9,354 shares of Broadcom worth $3.29M as of Q3 2026.
  • Winthrop Advisory Group bought 993 Broadcom shares in Q3 2026, an estimated $374K.
  • Broadcom made up 0.2% of Winthrop Advisory Group's portfolio in Q3 2026, its #50 holding.
  • Winthrop Advisory Group first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 1,800 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.