A4 Wealth Advisors
AVGO icon

A4 Wealth Advisors’s Broadcom AVGO Stock Holding History

A4 Wealth 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 		$416K Buy
1,184
+30
+3% +$11.3K 0.27% 47
2026
Q2 		$436K Sell
1,154
-542
-32% -$217K 0.29% 50
2026
Q1 		$525K Sell
1,696
-269
-14% -$88.5K 0.43% 44
2025
Q4 		$680K Sell
1,965
-1,427
-42% -$510K 0.59% 39
2025
Q3 		$1.12M Buy
+3,392
New +$1.04M 0.94% 30

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

A4 Wealth Advisors's AVGO Position: Q3 2026 in Review

A4 Wealth Advisors increased its Broadcom (AVGO) stake by 2.6% in Q3 2026, buying an estimated $11.3K and bringing the position to 1,184 shares worth $416K. The position accounts for 0.27% of the portfolio, ranked #47.

A4 Wealth Advisors first reported a position in AVGO in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2025. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • A4 Wealth Advisors held 1,184 shares of Broadcom worth $416K as of Q3 2026.
  • A4 Wealth Advisors bought 30 Broadcom shares in Q3 2026, an estimated $11.3K.
  • Broadcom made up 0.27% of A4 Wealth Advisors's portfolio in Q3 2026, its #47 holding.
  • A4 Wealth Advisors first reported a position in Broadcom in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's Broadcom position peaked at $1.12M in Q3 2025.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.