CogentBlue Wealth Advisors’s Broadcom AVGO Stock Holding History

CogentBlue 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	$207K	Sell	591 -1,804	-75%	-$679K	0.19%	50
2026 Q2	$905K	Buy	2,395 +286	+14%	+$115K	0.52%	33
2026 Q1	$653K	Sell	2,109 -115	-5%	-$37.8K	0.44%	34
2025 Q4	$770K	Buy	2,224 +381	+21%	+$136K	0.52%	28
2025 Q3	$608K	Buy	1,843 +545	+42%	+$167K	0.41%	37
2025 Q2	$358K	Buy	1,298 +94	+8%	+$20.4K	0.27%	46
2025 Q1	$202K	Buy	1,204 +251	+26%	+$53.1K	0.18%	61
2024 Q4	$221K	Buy	+953	New	+$176K	0.19%	53

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

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

CogentBlue Wealth Advisors reduced its Broadcom (AVGO) stake by 75% in Q3 2026, selling an estimated $679K and leaving 591 shares worth $207K. The position accounts for 0.19% of the portfolio, ranked #50.

CogentBlue Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $905K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

CogentBlue Wealth Advisors held 591 shares of Broadcom worth $207K as of Q3 2026.
CogentBlue Wealth Advisors sold 1,804 Broadcom shares in Q3 2026, an estimated $679K.
Broadcom made up 0.19% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #50 holding.
CogentBlue Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
CogentBlue Wealth Advisors's Broadcom position peaked at $905K in Q2 2026.
268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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