Forza Wealth Management
AVGO icon

Forza Wealth Management’s Broadcom AVGO Stock Holding History

Forza Wealth Management’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 		$2.57M Buy
7,312
+267
+4% +$101K 0.74% 36
2026
Q2 		$2.66M Sell
7,045
-524
-7% -$210K 0.82% 34
2026
Q1 		$2.34M Buy
7,569
+214
+3% +$70.4K 0.81% 37
2025
Q4 		$2.55M Sell
7,355
-255
-3% -$91.2K 0.92% 32
2025
Q3 		$2.51M Sell
7,610
-1,910
-20% -$586K 0.96% 31
2025
Q2 		$2.62M Sell
9,520
-60
-0.6% -$13K 1.08% 27
2025
Q1 		$1.6M Sell
9,580
-440
-4% -$93.1K 0.72% 39
2024
Q4 		$2.32M Sell
10,020
-1,000
-9% -$185K 1.06% 27
2024
Q3 		$1.9M Buy
11,020
+60
+0.5% +$9.6K 0.87% 34
2024
Q2 		$1.76M Sell
10,960
-340
-3% -$47.6K 0.91% 34
2024
Q1 		$1.5M Sell
11,300
-3,000
-21% -$372K 0.78% 39
2023
Q4 		$1.6M Sell
14,300
-5,150
-26% -$488K 0.88% 33
2023
Q3 		$1.62M Hold
19,450
– – 0.83% 33
2023
Q2 		$1.69M Sell
19,450
-2,150
-10% -$153K 0.85% 30
2023
Q1 		$1.39M Buy
+21,600
New +$1.3M 0.71% 42

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Forza Wealth Management's AVGO Position: Q3 2026 in Review

Forza Wealth Management increased its Broadcom (AVGO) stake by 3.8% in Q3 2026, buying an estimated $101K and bringing the position to 7,312 shares worth $2.57M. The position accounts for 0.74% of the portfolio, ranked #36.

Forza Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.66M in Q2 2026. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Forza Wealth Management held 7,312 shares of Broadcom worth $2.57M as of Q3 2026.
  • Forza Wealth Management bought 267 Broadcom shares in Q3 2026, an estimated $101K.
  • Broadcom made up 0.74% of Forza Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Forza Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 15 quarters since.
  • Forza Wealth Management's Broadcom position peaked at $2.66M in Q2 2026.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.