AWA
AVGO icon

Arbor Wealth Advisors’s Broadcom AVGO Stock Holding History

Arbor 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 		$302K Hold
860
– – 0.19% 51
2026
Q2 		$325K Hold
860
– – 0.2% 50
2026
Q1 		$266K Hold
860
– – 0.19% 49
2025
Q4 		$298K Sell
860
-30
-3% -$10.7K 0.21% 50
2025
Q3 		$294K Hold
890
– – 0.22% 48
2025
Q2 		$245K Buy
+890
New +$193K 0.2% 47
2025
Q1 		– Sell
-890
Closed -$206K – 49
2024
Q4 		$206K Buy
+890
New +$165K 0.18% 50

Other funds holding AVGO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

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

Arbor Wealth Advisors held its Broadcom (AVGO) position steady in Q3 2026 at 860 shares worth $302K. The position accounts for 0.19% of the portfolio, ranked #51.

Arbor Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Arbor Wealth Advisors held 860 shares of Broadcom worth $302K as of Q3 2026.
  • Arbor Wealth Advisors left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.19% of Arbor Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • Arbor Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Arbor Wealth Advisors's Broadcom position peaked at $325K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.