AAF Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$466K Sell
1,328
-108
-8% -$40.7K 0.17% 33
2026
Q2
$542K Sell
1,436
-26
-2% -$10.4K 0.2% 34
2026
Q1
$452K Buy
1,462
+790
+118% +$260K 0.19% 36
2025
Q4
$233K Buy
672
+8
+1% +$2.86K 0.1% 47
2025
Q3
$219K Sell
664
-119
-15% -$36.5K 0.1% 42
2025
Q2
$216K Buy
+783
New +$170K 0.1% 46

Other funds holding AVGO

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

AAF Wealth Management reduced its Broadcom (AVGO) stake by 7.5% in Q3 2026, selling an estimated $40.7K and leaving 1,328 shares worth $466K. The position accounts for 0.17% of the portfolio, ranked #33.

AAF Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $542K in Q2 2026. 2,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • AAF Wealth Management held 1,328 shares of Broadcom worth $466K as of Q3 2026.
  • AAF Wealth Management sold 108 Broadcom shares in Q3 2026, an estimated $40.7K.
  • Broadcom made up 0.17% of AAF Wealth Management's portfolio in Q3 2026, its #33 holding.
  • AAF Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • AAF Wealth Management's Broadcom position peaked at $542K in Q2 2026.
  • 2,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.