AWE
AVGO icon

Avidian Wealth Enterprises’s Broadcom AVGO Stock Holding History

Avidian Wealth Enterprises’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 		$23.2M Buy
66,179
+4,115
+7% +$1.55M 0.65% 27
2026
Q2 		$23.4M Buy
62,064
+1,814
+3% +$727K 0.65% 31
2026
Q1 		$18.6M Buy
60,250
+33,509
+125% +$11M 0.59% 31
2025
Q4 		$9.26M Buy
26,741
+695
+3% +$249K 0.34% 51
2025
Q3 		$8.59M Buy
26,046
+2,196
+9% +$674K 0.32% 52
2025
Q2 		$6.57M Sell
23,850
-622
-3% -$135K 0.27% 62
2025
Q1 		$4.1M Buy
24,472
+954
+4% +$202K 0.18% 79
2024
Q4 		$5.45M Buy
23,518
+2,707
+13% +$501K 0.24% 65
2024
Q3 		$3.59M Buy
20,811
+661
+3% +$106K 0.16% 84
2024
Q2 		$3.23M Buy
20,150
+1,850
+10% +$259K 0.13% 87
2024
Q1 		$2.43M Buy
18,300
+2,220
+14% +$275K 0.12% 100
2023
Q4 		$1.79M Buy
16,080
+1,190
+8% +$113K 0.11% 115
2023
Q3 		$1.24M Sell
14,890
-1,300
-8% -$113K 0.09% 142
2023
Q2 		$1.4M Sell
16,190
-22,340
-58% -$1.59M 0.09% 146
2023
Q1 		$2.47M Buy
38,530
+4,940
+15% +$297K 0.14% 126
2022
Q4 		$1.88M Buy
33,590
+1,740
+5% +$87.2K 0.12% 126
2022
Q3 		$1.41M Sell
31,850
-440
-1% -$22.5K 0.1% 122
2022
Q2 		$1.57M Sell
32,290
-13,800
-30% -$775K 0.11% 125
2022
Q1 		$2.9M Buy
46,090
+1,910
+4% +$113K 0.18% 97
2021
Q4 		$2.94M Buy
44,180
+18,830
+74% +$1.06M 0.18% 96
2021
Q3 		$1.23M Buy
25,350
+1,440
+6% +$70K 0.09% 116
2021
Q2 		$1.14M Buy
23,910
+1,540
+7% +$71.4K 0.09% 119
2021
Q1 		$1.04M Buy
22,370
+1,080
+5% +$49.9K 0.09% 123
2020
Q4 		$932K Buy
21,290
+1,880
+10% +$73.3K 0.09% 118
2020
Q3 		$707K Buy
19,410
+840
+5% +$28.1K 0.08% 121
2020
Q2 		$586K Buy
18,570
+3,940
+27% +$110K 0.08% 126
2020
Q1 		$347K Buy
14,630
+7,000
+92% +$197K 0.06% 132
2019
Q4 		$241K Buy
+7,630
New +$232K 0.03% 201

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

Avidian Wealth Enterprises's AVGO Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Broadcom (AVGO) stake by 6.6% in Q3 2026, buying an estimated $1.55M and bringing the position to 66,179 shares worth $23.2M. The position accounts for 0.65% of the portfolio, ranked #27.

Avidian Wealth Enterprises first reported a position in AVGO in Q4 2019 and has held it in 28 quarters since. The position peaked at $23.4M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Avidian Wealth Enterprises held 66,179 shares of Broadcom worth $23.2M as of Q3 2026.
  • Avidian Wealth Enterprises bought 4,115 Broadcom shares in Q3 2026, an estimated $1.55M.
  • Broadcom made up 0.65% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #27 holding.
  • Avidian Wealth Enterprises first reported a position in Broadcom in Q4 2019 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's Broadcom position peaked at $23.4M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.