XY Planning Network
AVGO icon

XY Planning Network’s Broadcom AVGO Stock Holding History

XY Planning Network’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 		$1.73M Buy
4,935
+171
+4% +$64.4K 0.19% 110
2026
Q2 		$1.8M Buy
4,764
+433
+10% +$174K 0.23% 98
2026
Q1 		$1.36M Sell
4,331
-30
-0.7% -$9.9K 0.22% 102
2025
Q4 		$1.51M Buy
4,361
+809
+23% +$289K 0.26% 95
2025
Q3 		$979K Hold
3,552
– – 0.33% 72
2025
Q2 		$979K Buy
3,552
+448
+14% +$97.3K 0.33% 72
2025
Q1 		$520K Sell
3,104
-201
-6% -$42.5K 0.35% 62
2024
Q4 		$766K Buy
+3,305
New +$611K 0.58% 45

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

XY Planning Network's AVGO Position: Q3 2026 in Review

XY Planning Network increased its Broadcom (AVGO) stake by 3.6% in Q3 2026, buying an estimated $64.4K and bringing the position to 4,935 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #110.

XY Planning Network first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q2 2026. 1,701 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • XY Planning Network held 4,935 shares of Broadcom worth $1.73M as of Q3 2026.
  • XY Planning Network bought 171 Broadcom shares in Q3 2026, an estimated $64.4K.
  • Broadcom made up 0.19% of XY Planning Network's portfolio in Q3 2026, its #110 holding.
  • XY Planning Network first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • XY Planning Network's Broadcom position peaked at $1.8M in Q2 2026.
  • 1,701 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.