Diversify Advisory Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-600,000
Closed -$2.3M – 1316
2026
Q2
$2.3M Buy
+600,000
New +$241M 0.04% 361
2026
Q1
– Sell
-6,000
Closed -$217K – 257
2025
Q4
$217K Hold
6,000
– – 0.01% 848
2025
Q3
$237K Buy
+6,000
New +$1.84M 0.01% 792

Other funds holding AVGO

Diversify Advisory Services's AVGO Position: Q3 2026 in Review

Diversify Advisory Services increased its Broadcom (AVGO) stake by 4.5% in Q3 2026, buying an estimated $3.67M and bringing the position to 228,120 shares worth $78.5M. The position accounts for 1.17% of the portfolio, ranked #14.

Diversify Advisory Services first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $83.7M in Q2 2026. 1,167 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Diversify Advisory Services held 228,120 shares of Broadcom worth $78.5M as of Q3 2026.
  • Diversify Advisory Services bought 9,762 Broadcom shares in Q3 2026, an estimated $3.67M.
  • Broadcom made up 1.17% of Diversify Advisory Services's portfolio in Q3 2026, its #14 holding.
  • Diversify Advisory Services first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
  • Diversify Advisory Services's Broadcom position peaked at $83.7M in Q2 2026.
  • 1,167 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.