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 		– Sell
-2,000
Closed -$756K – 757
2026
Q2 		$756K Buy
+2,000
New +$802K 0.02% 386

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.