BHPW
AVGO icon

Box Hill Private Wealth’s Broadcom AVGO Stock Holding History

Box Hill Private Wealth’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 		$1.72M Sell
4,903
-88
-2% -$33.1K 1.25% 21
2026
Q2 		$1.89M Buy
4,991
+157
+3% +$63K 1.51% 19
2026
Q1 		$1.5M Buy
4,834
+67
+1% +$22K 1.48% 19
2025
Q4 		$1.65M Buy
+4,767
New +$1.7M 1.67% 17

Other funds holding AVGO

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

Box Hill Private Wealth's AVGO Position: Q3 2026 in Review

Box Hill Private Wealth reduced its Broadcom (AVGO) stake by 1.8% in Q3 2026, selling an estimated $33.1K and leaving 4,903 shares worth $1.72M. The position accounts for 1.25% of the portfolio, ranked #21.

Box Hill Private Wealth first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.89M in Q2 2026. 43 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Box Hill Private Wealth held 4,903 shares of Broadcom worth $1.72M as of Q3 2026.
  • Box Hill Private Wealth sold 88 Broadcom shares in Q3 2026, an estimated $33.1K.
  • Broadcom made up 1.25% of Box Hill Private Wealth's portfolio in Q3 2026, its #21 holding.
  • Box Hill Private Wealth first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Box Hill Private Wealth's Broadcom position peaked at $1.89M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.