Curated Wealth Partners 13F: Cuts Broadcom (AVGO) Stake by $156M

Curated Wealth Partners trimmed its investment in Broadcom Inc. AVGO sharply, according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 15, 2026. The institutional investor shifted its strategy by cutting a large portion of its portfolio allocation in the semiconductor developer. Because 13F filings look backward at the previous quarter, this report reflects portfolio choices made earlier and may not capture current trading activity.

What Changed in Curated Wealth Partners's Broadcom Inc. Position

During the filing period, Curated Wealth Partners lowered its holdings by 443,562 shares, representing a 96.3% decrease from its previous total of 460,421 shares. The firm finished the period with 16,859 shares of Broadcom Inc., valued at approximately $5,920,715. This heavy reduction marks a notable shift for the fund, leaving it with a much smaller footprint in the chipmaker.

Other Institutional Activity in Broadcom Inc.

Other major institutional managers adjusted their positions in Broadcom Inc. earlier in the year. Blackrock Inc. grew its holdings by 12,272,921 shares, ending with 398,213,826 shares worth about $130,912,795,297. Vanguard Capital Management LLC added 1,139,707 shares, bringing its total to 309,168,582 shares valued at approximately $101,639,171,332. State Street Corporation increased its stake by 5,511,990 shares to finish with 196,900,541 shares worth roughly $64,731,052,853. FMR, LLC raised its investment by 20,243,298 shares, holding 144,359,173 shares valued at about $47,458,078,123. Meanwhile, Vanguard Portfolio Management LLC reduced its position by 1,425,540 shares, ending with 127,001,513 shares worth approximately $41,751,747,398.

Broadcom Inc. Stock Down 4.4%

Broadcom Inc. recently traded around $330.93 as of October 16, 2026. The stock is currently positioned below its 50-day moving average of $367.56 and below its 200-day moving average of $368.29. The shares have traded in a 52-week range between $289.96 and $495.00.

Recent Earnings

Broadcom Inc. reported trailing-twelve-month revenue of $89,103,998,976 alongside earnings of $7.59 per share. The company posted a year-over-year revenue growth rate of 85.5% and a net profit margin of 42.9%, with a return on equity of 44.2%. The company's next quarterly earnings report is scheduled for release on December 9, 2026.

Dividend

Broadcom Inc. pays an annual dividend yielding 0.76%, backed by a dividend payout ratio of 32.4%.

Insider Buying and Selling at Broadcom Inc.

Insider activity included transactions by Henry Samueli, who acquired 1,602 shares on June 17, 2026, at a recorded price of $0.0, and disposed of 1,602 shares on the same date. Samueli also bought 1,890 shares and sold 1,890 shares on June 18, 2026, with all transactions executed outside of planned Rule 10b5-1 programs.

Analysts Set New Price Targets

Wall Street firms updated their views on Broadcom Inc. ahead of the filing. On September 3, 2026, Macquarie upgraded the stock to an Outperform rating with a $490.00 price target. On the same day, Raymond James maintained its Outperform rating while raising its price target from $450.00 to $475.00. Citigroup maintained a Buy rating on September 4, 2026, lifting its target to $515.00 from $500.00. DA Davidson maintained a Neutral rating on September 4, 2026, while lowering its target from $400.00 to $350.00. Piper Sandler initiated coverage on September 10, 2026, with an Overweight rating and a $460.00 price target. The stock carries a consensus recommendation of Strong Buy from 47 analyst opinions, with a mean price target of $527.59.

About Broadcom Inc.

Broadcom Inc. designs and supplies semiconductor devices and infrastructure software solutions globally. The company operates through two primary segments: Semiconductor Solutions and Infrastructure Software. Institutional adjustments like the one reported by Curated Wealth Partners highlight how portfolio managers frequently reallocate capital across large technology holdings.

Bottom Line

Investors will look toward Broadcom Inc.'s upcoming earnings report on December 9, 2026, for further financial updates. Future regulatory filings will show whether institutional managers continue to adjust their stakes in the technology firm. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.