CFP
AVGO icon

Cypress Financial Planning’s Broadcom AVGO Stock Holding History

Cypress Financial Planning’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 		$243K Buy
691
+25
+4% +$9.41K 0.06% 92
2026
Q2 		$252K Sell
666
-31
-4% -$12.4K 0.06% 100
2026
Q1 		$216K Buy
697
+57
+9% +$18.8K 0.06% 100
2025
Q4 		$224K Sell
640
-94
-13% -$33.6K 0.06% 100
2025
Q3 		$242K Buy
+734
New +$225K 0.07% 80

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

Cypress Financial Planning's AVGO Position: Q3 2026 in Review

Cypress Financial Planning increased its Broadcom (AVGO) stake by 3.8% in Q3 2026, buying an estimated $9.41K and bringing the position to 691 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #92.

Cypress Financial Planning first reported a position in AVGO in Q3 2025 and has held it in 5 quarters since. The position peaked at $252K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Cypress Financial Planning held 691 shares of Broadcom worth $243K as of Q3 2026.
  • Cypress Financial Planning bought 25 Broadcom shares in Q3 2026, an estimated $9.41K.
  • Broadcom made up 0.06% of Cypress Financial Planning's portfolio in Q3 2026, its #92 holding.
  • Cypress Financial Planning first reported a position in Broadcom in Q3 2025 and has held it in 5 quarters since.
  • Cypress Financial Planning's Broadcom position peaked at $252K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.