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Colton Groome Financial Advisors’s Broadcom AVGO Stock Holding History

Colton Groome Financial 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 		$6.41M Buy
18,240
+2,782
+18% +$1.05M 1.5% 14
2026
Q2 		$5.84M Buy
15,458
+768
+5% +$308K 1.41% 16
2026
Q1 		$4.55M Sell
14,690
-2,710
-16% -$892K 1.29% 16
2025
Q4 		$6.02M Buy
17,400
+1,779
+11% +$636K 1.73% 12
2025
Q3 		$5.15M Sell
15,621
-1,680
-10% -$515K 1.58% 15
2025
Q2 		$4.77M Sell
17,301
-520
-3% -$113K 1.62% 15
2025
Q1 		$3.43M Sell
17,821
-890
-5% -$188K 1.33% 17
2024
Q4 		$4.34M Sell
18,711
-45
-0.2% -$8.32K 1.66% 14
2024
Q3 		$3.24M Sell
18,756
-704
-4% -$113K 1.21% 17
2024
Q2 		$3.12M Buy
19,460
+700
+4% +$98.1K 1.23% 20
2024
Q1 		$2.49M Sell
18,760
-1,790
-9% -$222K 1% 27
2023
Q4 		$2.29M Buy
20,550
+3,150
+18% +$298K 1% 26
2023
Q3 		$1.45M Buy
17,400
+550
+3% +$47.7K 0.72% 36
2023
Q2 		$1.46M Buy
16,850
+4,320
+34% +$308K 0.69% 37
2023
Q1 		$804K Buy
12,530
+2,620
+26% +$158K 0.38% 57
2022
Q4 		$554K Buy
9,910
+4,700
+90% +$236K 0.27% 64
2022
Q3 		$231K Buy
+5,210
New +$266K 0.12% 101

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

Colton Groome Financial Advisors's AVGO Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its Broadcom (AVGO) stake by 18% in Q3 2026, buying an estimated $1.05M and bringing the position to 18,240 shares worth $6.41M. The position accounts for 1.5% of the portfolio, ranked #14.

Colton Groome Financial Advisors first reported a position in AVGO in Q3 2022 and has held it in 17 quarters since. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Colton Groome Financial Advisors held 18,240 shares of Broadcom worth $6.41M as of Q3 2026.
  • Colton Groome Financial Advisors bought 2,782 Broadcom shares in Q3 2026, an estimated $1.05M.
  • Broadcom made up 1.5% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #14 holding.
  • Colton Groome Financial Advisors first reported a position in Broadcom in Q3 2022 and has held it in 17 quarters since.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.