EWA
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Emergent Wealth Advisors’s Broadcom AVGO Stock Holding History

Emergent 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 		$1.8M Sell
5,123
-91
-2% -$34.3K 0.94% 26
2026
Q2 		$1.99M Buy
5,214
+398
+8% +$160K 1.03% 22
2026
Q1 		$1.49M Buy
4,816
+564
+13% +$186K 0.88% 26
2025
Q4 		$1.47M Buy
4,252
+978
+30% +$350K 0.83% 29
2025
Q3 		$1.08M Buy
3,274
+98
+3% +$30.1K 0.63% 34
2025
Q2 		$898K Buy
3,176
+66
+2% +$14.3K 0.57% 35
2025
Q1 		$521K Buy
3,110
+1,951
+168% +$413K 0.38% 52
2024
Q4 		$269K Buy
+1,159
New +$214K 0.19% 90

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

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

Emergent Wealth Advisors reduced its Broadcom (AVGO) stake by 1.7% in Q3 2026, selling an estimated $34.3K and leaving 5,123 shares worth $1.8M. The position accounts for 0.94% of the portfolio, ranked #26.

Emergent Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.99M in Q2 2026. 231 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Emergent Wealth Advisors held 5,123 shares of Broadcom worth $1.8M as of Q3 2026.
  • Emergent Wealth Advisors sold 91 Broadcom shares in Q3 2026, an estimated $34.3K.
  • Broadcom made up 0.94% of Emergent Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • Emergent Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • Emergent Wealth Advisors's Broadcom position peaked at $1.99M in Q2 2026.
  • 231 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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