Ameliora Wealth Management
AVGO icon

Ameliora Wealth Management’s Broadcom AVGO Stock Holding History

Ameliora Wealth Management’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 		$5.57M Sell
15,852
-681
-4% -$256K 1.59% 17
2026
Q2 		$6.25M Sell
16,533
-280
-2% -$112K 1.85% 15
2026
Q1 		$5.2M Sell
16,813
-540
-3% -$178K 1.66% 15
2025
Q4 		$6.01M Buy
17,353
+1,521
+10% +$544K 1.83% 14
2025
Q3 		$5.22M Sell
15,832
-2,994
-16% -$919K 1.74% 16
2025
Q2 		$5.19M Sell
18,826
-3,069
-14% -$666K 1.86% 14
2025
Q1 		$3.67M Sell
21,895
-9,570
-30% -$2.03M 1.38% 20
2024
Q4 		$7.29M Buy
31,465
+4,680
+17% +$866K 2.74% 12
2024
Q3 		$4.62M Buy
26,785
+515
+2% +$82.6K 1.93% 12
2024
Q2 		$4.22M Buy
26,270
+17,000
+183% +$2.38M 1.91% 16
2024
Q1 		$1.23M Buy
9,270
+1,460
+19% +$181K 0.56% 43
2023
Q4 		$872K Sell
7,810
-130
-2% -$12.3K 0.43% 43
2023
Q3 		$659K Buy
7,940
+930
+13% +$80.6K 0.39% 42
2023
Q2 		$608K Hold
7,010
– – 0.38% 45
2023
Q1 		$450K Buy
+7,010
New +$422K 0.26% 67

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

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

Ameliora Wealth Management reduced its Broadcom (AVGO) stake by 4.1% in Q3 2026, selling an estimated $256K and leaving 15,852 shares worth $5.57M. The position accounts for 1.59% of the portfolio, ranked #17.

Ameliora Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.29M in Q4 2024. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Ameliora Wealth Management held 15,852 shares of Broadcom worth $5.57M as of Q3 2026.
  • Ameliora Wealth Management sold 681 Broadcom shares in Q3 2026, an estimated $256K.
  • Broadcom made up 1.59% of Ameliora Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Ameliora Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 15 quarters since.
  • Ameliora Wealth Management's Broadcom position peaked at $7.29M in Q4 2024.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.