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Advus Financial Partners’s Broadcom AVGO Stock Holding History

Advus Financial Partners’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 		$1.03M Sell
2,924
-23
-0.8% -$8.66K 0.29% 61
2026
Q2 		$1.11M Buy
+2,947
New +$1.18M 0.32% 60
2021
Q4 		– Sell
-7,920
Closed -$527K – 52
2021
Q3 		$527K Buy
+7,920
New +$385K 0.29% 43

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Advus Financial Partners's AVGO Position: Q3 2026 in Review

Advus Financial Partners reduced its Broadcom (AVGO) stake by 0.78% in Q3 2026, selling an estimated $8.66K and leaving 2,924 shares worth $1.03M. The position accounts for 0.29% of the portfolio, ranked #61.

Advus Financial Partners first reported a position in AVGO in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.11M in Q2 2026. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Advus Financial Partners held 2,924 shares of Broadcom worth $1.03M as of Q3 2026.
  • Advus Financial Partners sold 23 Broadcom shares in Q3 2026, an estimated $8.66K.
  • Broadcom made up 0.29% of Advus Financial Partners's portfolio in Q3 2026, its #61 holding.
  • Advus Financial Partners first reported a position in Broadcom in Q3 2021 and has held it in 3 quarters since.
  • Advus Financial Partners's Broadcom position peaked at $1.11M in Q2 2026.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.