4Wealth Advisors’s Broadcom AVGO Stock Holding History

4Wealth Advisors’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	$221K	Sell	622 -1,382	-69%	-$520K	0.15%	127
2026 Q2	$746K	Sell	2,004 -219	-10%	-$87.8K	0.57%	55
2026 Q1	$652K	Buy	2,223 +185	+9%	+$60.9K	0.56%	59
2025 Q4	$705K	Buy	2,038 +5	+0.2%	+$1.79K	0.6%	59
2025 Q3	$671K	Sell	2,033 -820	-29%	-$252K	0.6%	58
2025 Q2	$787K	Buy	2,853 +6	+0.2%	+$1.3K	0.8%	33
2025 Q1	$477K	Buy	2,847 +181	+7%	+$38.3K	0.52%	67
2024 Q4	$618K	Buy	+2,666	New	+$493K	0.62%	48

Other funds holding AVGO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

4Wealth Advisors's AVGO Position: Q3 2026 in Review

4Wealth Advisors reduced its Broadcom (AVGO) stake by 69% in Q3 2026, selling an estimated $520K and leaving 622 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #127.

4Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $787K in Q2 2025. 3,749 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

4Wealth Advisors held 622 shares of Broadcom worth $221K as of Q3 2026.
4Wealth Advisors sold 1,382 Broadcom shares in Q3 2026, an estimated $520K.
Broadcom made up 0.15% of 4Wealth Advisors's portfolio in Q3 2026, its #127 holding.
4Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Broadcom position peaked at $787K in Q2 2025.
3,749 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.