Form 13-F position report Filing season in progress

BROADCOM INC

Reported by United Asset Strategies Inc

AVGO CUSIP 11135F101 Manager CIK 0001539948

Reported 81,787 shares, down 1,794 (2.1%) from the prior quarter.

Reported value -9.0%; share count -2.1% vs. the prior quarter.

Reduced
% of reported 13F value 1.97% This manager · Q3 2026
Shares 81,787 Quarter-end amount reported
Reported value $28,722,753 Fair value at quarter end
Consecutive quarters held 14 Through Q3 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-06-30 671391
2023-09-30 807324
2023-12-31 947727
2024-03-31 1312224
2024-06-30 2482351
2024-09-30 2742140
2024-12-31 3736958
2025-03-31 1759357
2025-06-30 31287328
2025-09-30 24993454
2025-12-31 26512327
2026-03-31 24039757
2026-06-30 31572903
2026-09-30 28722753

Quarterly position history

How this manager's reported quarter-end position changed over time.

14 quarters
Quarterly reported position history for BROADCOM INC held by United Asset Strategies Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 81,787 -1,794 (-2.1%) 1.97% $28,722,753 2026-10-28
Q2 2026 Added 83,581 +5,911 (7.6%) 2.23% $31,572,903 2026-07-13
Q1 2026 Added 77,670 +1,067 (1.4%) 1.91% $24,039,757 2026-04-29
Q4 2025 Added 76,603 +845 (1.1%) 2.05% $26,512,327 2026-01-28
Q3 2025 Reduced 75,758 -37,746 (-33.3%) 2.0% $24,993,454 2025-10-23
Q2 2025 Added 113,504 +102,996 (980.2%) 2.67% $31,287,328 2025-08-08
Q1 2025 Reduced 10,508 -5,611 (-34.8%) 0.16% $1,759,357 2025-05-14
Q4 2024 Added 16,119 +223 (1.4%) 0.34% $3,736,958 2025-01-22
Q3 2024 Added 15,896* +436 (2.8%) 0.26% $2,742,140 2024-10-28
Q2 2024 Added 1,546 +556 (56.2%) 0.24% $2,482,351 2024-08-01
Q1 2024 Added 990 +141 (16.6%) 0.13% $1,312,224 2024-04-23
Q4 2023 Reduced 849 -123 (-12.7%) 0.11% $947,727 2024-01-30
Q3 2023 Added 972 +198 (25.6%) 0.1% $807,324 2023-11-07
Q2 2023 New 774 +774 (0.0%) 0.08% $671,391 2023-07-25

Who else reported the position

2608 managers reported BROADCOM INC for Q3 2026 so far.

Managers reporting BROADCOM INC in Q3 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
DIMENSIONAL FUND ADVISORS LP Added 14,460,594 +1,376,940 0.92% $5,078,910,954 34 qtrs
Swedbank AB Reduced 12,878,370 -288,808 3.84% $4,522,754,757 23 qtrs
Sumitomo Mitsui Trust Holdings Inc Reduced 11,031,781 -160,014 2.22% $3,874,251,169 34 qtrs
Citigroup Inc Reduced 9,517,243 -1,815,017 1.08% $3,342,360,639 34 qtrs
PRINCIPAL FINANCIAL GROUP INC Reduced 8,460,372 -263,524 1.52% $2,971,203,003 34 qtrs
Pictet Asset Management Holding SA Added 7,589,736 +244,502 2.53% $2,665,812,212 13 qtrs
DekaBank Deutsche Girozentrale Added 5,763,380 +5,006,146 2.33% $2,045,539,000 28 qtrs
Daiwa Securities Group Inc Added 5,432,905 +1,167,366 3.56% $1,907,981,907 34 qtrs
Sanders Capital LLC Reduced 5,154,512 -9,118 1.75% $1,810,213,069 2 qtrs
Robeco Institutional Asset Management B V Reduced 4,283,713 -238,053 1.81% $1,504,397,165 34 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2026
Filed
October 28, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
62,454
Shared
0
None
19,333

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.