DJYG
AVGO icon

David J. Yvars Group’s Broadcom AVGO Stock Holding History

David J. Yvars Group’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 		$2.18M Sell
6,221
-339
-5% -$128K 1% 18
2026
Q2 		$2.48M Buy
6,560
+2,568
+64% +$1.03M 1.17% 17
2026
Q1 		$1.24M Buy
+3,992
New +$1.31M 0.69% 21
2025
Q1 		– Sell
-26,642
Closed -$6.18M – 72
2024
Q4 		$6.18M Buy
26,642
+19,027
+250% +$3.52M 3.77% 6
2024
Q3 		$1.31M Buy
+7,615
New +$1.22M 0.81% 21

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

David J. Yvars Group's AVGO Position: Q3 2026 in Review

David J. Yvars Group reduced its Broadcom (AVGO) stake by 5.2% in Q3 2026, selling an estimated $128K and leaving 6,221 shares worth $2.18M. The position accounts for 1% of the portfolio, ranked #18.

David J. Yvars Group first reported a position in AVGO in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.18M in Q4 2024. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • David J. Yvars Group held 6,221 shares of Broadcom worth $2.18M as of Q3 2026.
  • David J. Yvars Group sold 339 Broadcom shares in Q3 2026, an estimated $128K.
  • Broadcom made up 1% of David J. Yvars Group's portfolio in Q3 2026, its #18 holding.
  • David J. Yvars Group first reported a position in Broadcom in Q3 2024 and has held it in 5 quarters since.
  • David J. Yvars Group's Broadcom position peaked at $6.18M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.