YWM
AVGO icon

Yoder Wealth Management’s Broadcom AVGO Stock Holding History

Yoder Wealth Management’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 		$1.13M Buy
3,227
+68
+2% +$25.6K 0.43% 48
2026
Q2 		$1.19M Buy
3,159
+157
+5% +$63K 0.47% 45
2026
Q1 		$929K Buy
3,002
+139
+5% +$45.7K 0.42% 51
2025
Q4 		$991K Buy
2,863
+165
+6% +$59K 0.45% 49
2025
Q3 		$890K Buy
2,698
+178
+7% +$54.6K 0.42% 50
2025
Q2 		$695K Buy
2,520
+208
+9% +$45.2K 0.36% 56
2025
Q1 		$387K Buy
2,312
+87
+4% +$18.4K 0.22% 71
2024
Q4 		$516K Buy
2,225
+16
+0.7% +$2.96K 0.28% 60
2024
Q3 		$381K Buy
2,209
+119
+6% +$19.1K 0.23% 67
2024
Q2 		$336K Sell
2,090
-120
-5% -$16.8K 0.22% 70
2024
Q1 		$293K Buy
2,210
+70
+3% +$8.67K 0.19% 78
2023
Q4 		$239K Buy
+2,140
New +$203K 0.17% 85
2023
Q3 		– Sell
-2,700
Closed -$234K – 78
2023
Q2 		$234K Sell
2,700
-530
-16% -$37.8K 0.18% 69
2023
Q1 		$207K Buy
+3,230
New +$194K 0.17% 71

Other funds holding AVGO

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Yoder Wealth Management's AVGO Position: Q3 2026 in Review

Yoder Wealth Management increased its Broadcom (AVGO) stake by 2.2% in Q3 2026, buying an estimated $25.6K and bringing the position to 3,227 shares worth $1.13M. The position accounts for 0.43% of the portfolio, ranked #48.

Yoder Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.19M in Q2 2026. 995 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Yoder Wealth Management held 3,227 shares of Broadcom worth $1.13M as of Q3 2026.
  • Yoder Wealth Management bought 68 Broadcom shares in Q3 2026, an estimated $25.6K.
  • Broadcom made up 0.43% of Yoder Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Yoder Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • Yoder Wealth Management's Broadcom position peaked at $1.19M in Q2 2026.
  • 995 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.