Altus Wealth Group
AVGO icon

Altus Wealth Group’s Broadcom AVGO Stock Holding History

Altus Wealth Group’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 		$4.34M Sell
12,357
-402
-3% -$151K 1.63% 14
2026
Q2 		$4.82M Sell
12,759
-15
-0.1% -$6.01K 1.74% 13
2026
Q1 		$3.95M Sell
12,774
-576
-4% -$190K 1.62% 14
2025
Q4 		$4.62M Sell
13,350
-1,181
-8% -$422K 1.85% 12
2025
Q3 		$4.79M Sell
14,531
-20
-0.1% -$6.14K 1.97% 11
2025
Q2 		$4.01M Sell
14,551
-1,271
-8% -$276K 1.77% 11
2025
Q1 		$2.65M Buy
15,822
+599
+4% +$127K 1.24% 13
2024
Q4 		$3.53M Buy
15,223
+27
+0.2% +$4.99K 1.56% 14
2024
Q3 		$2.62M Buy
15,196
+1,196
+9% +$192K 1.12% 20
2024
Q2 		$2.25M Sell
14,000
-1,400
-9% -$196K 1.13% 24
2024
Q1 		$2.04M Sell
15,400
-220
-1% -$27.3K 1.02% 25
2023
Q4 		$1.74M Buy
15,620
+110
+0.7% +$10.4K 0.97% 22
2023
Q3 		$1.29M Sell
15,510
-230
-1% -$19.9K 0.82% 31
2023
Q2 		$1.37M Buy
15,740
+470
+3% +$33.5K 0.84% 29
2023
Q1 		$980K Sell
15,270
-70
-0.5% -$4.21K 0.66% 35
2022
Q4 		$858K Buy
15,340
+3,500
+30% +$175K 0.65% 37
2022
Q3 		$574K Hold
11,840
– – 0.57% 49
2022
Q2 		$574K Buy
11,840
+470
+4% +$26.4K 0.57% 49
2022
Q1 		$716K Sell
11,370
-340
-3% -$20.2K 0.59% 36
2021
Q4 		$779K Sell
11,710
-130
-1% -$7.31K 0.64% 39
2021
Q3 		$574K Buy
11,840
+1,120
+10% +$54.5K 0.57% 49
2021
Q2 		$511K Buy
10,720
+40
+0.4% +$1.85K 0.5% 48
2021
Q1 		$475K Buy
10,680
+310
+3% +$14.3K 0.47% 51
2020
Q4 		$454K Buy
+10,370
New +$404K 0.43% 45

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Altus Wealth Group's AVGO Position: Q3 2026 in Review

Altus Wealth Group reduced its Broadcom (AVGO) stake by 3.2% in Q3 2026, selling an estimated $151K and leaving 12,357 shares worth $4.34M. The position accounts for 1.63% of the portfolio, ranked #14.

Altus Wealth Group first reported a position in AVGO in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.82M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Altus Wealth Group held 12,357 shares of Broadcom worth $4.34M as of Q3 2026.
  • Altus Wealth Group sold 402 Broadcom shares in Q3 2026, an estimated $151K.
  • Broadcom made up 1.63% of Altus Wealth Group's portfolio in Q3 2026, its #14 holding.
  • Altus Wealth Group first reported a position in Broadcom in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Broadcom position peaked at $4.82M in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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