AIM
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Avity Investment Management’s Broadcom AVGO Stock Holding History

Avity Investment 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 		$854K Sell
2,432
-205
-8% -$77.2K 0.05% 79
2026
Q2 		$996K Sell
2,637
-55
-2% -$22.1K 0.06% 70
2026
Q1 		$833K Sell
2,692
-108
-4% -$35.5K 0.06% 72
2025
Q4 		$969K Sell
2,800
-45
-2% -$16.1K 0.07% 66
2025
Q3 		$939K Sell
2,845
-50
-2% -$15.3K 0.07% 65
2025
Q2 		$798K Buy
2,895
+535
+23% +$116K 0.06% 67
2025
Q1 		$395K Buy
2,360
+70
+3% +$14.8K 0.03% 82
2024
Q4 		$531K Hold
2,290
– – 0.04% 73
2024
Q3 		$395K Hold
2,290
– – 0.03% 82
2024
Q2 		$368K Hold
2,290
– – 0.03% 85
2024
Q1 		$304K Buy
+2,290
New +$284K 0.03% 90

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

Avity Investment Management's AVGO Position: Q3 2026 in Review

Avity Investment Management reduced its Broadcom (AVGO) stake by 7.8% in Q3 2026, selling an estimated $77.2K and leaving 2,432 shares worth $854K. The position accounts for 0.05% of the portfolio, ranked #79.

Avity Investment Management first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $996K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Avity Investment Management held 2,432 shares of Broadcom worth $854K as of Q3 2026.
  • Avity Investment Management sold 205 Broadcom shares in Q3 2026, an estimated $77.2K.
  • Broadcom made up 0.05% of Avity Investment Management's portfolio in Q3 2026, its #79 holding.
  • Avity Investment Management first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
  • Avity Investment Management's Broadcom position peaked at $996K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.