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AVGO icon

WoodTrust Financial’s Broadcom AVGO Stock Holding History

WoodTrust Financial’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 		$1.24M Sell
3,532
-156
-4% -$58.7K 0.15% 81
2026
Q2 		$1.39M Buy
3,688
+50
+1% +$20K 0.17% 80
2026
Q1 		$1.13M Sell
3,638
-267
-7% -$87.9K 0.15% 79
2025
Q4 		$1.35M Hold
3,905
– – 0.16% 79
2025
Q3 		$1.29M Buy
3,905
+50
+1% +$15.3K 0.15% 81
2025
Q2 		$1.06M Hold
3,855
– – 0.14% 83
2025
Q1 		$645K Buy
3,855
+2,049
+113% +$434K 0.09% 102
2024
Q4 		$419K Buy
1,806
+16
+0.9% +$2.96K 0.06% 126
2024
Q3 		$309K Buy
1,790
+30
+2% +$4.81K 0.04% 144
2024
Q2 		$283K Sell
1,760
-40
-2% -$5.61K 0.04% 145
2024
Q1 		$239K Sell
1,800
-840
-32% -$104K 0.04% 153
2023
Q4 		$295K Buy
+2,640
New +$250K 0.05% 136

Other funds holding AVGO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

WoodTrust Financial's AVGO Position: Q3 2026 in Review

WoodTrust Financial reduced its Broadcom (AVGO) stake by 4.2% in Q3 2026, selling an estimated $58.7K and leaving 3,532 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #81.

WoodTrust Financial first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • WoodTrust Financial held 3,532 shares of Broadcom worth $1.24M as of Q3 2026.
  • WoodTrust Financial sold 156 Broadcom shares in Q3 2026, an estimated $58.7K.
  • Broadcom made up 0.15% of WoodTrust Financial's portfolio in Q3 2026, its #81 holding.
  • WoodTrust Financial first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • WoodTrust Financial's Broadcom position peaked at $1.39M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.