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Global Wealth Strategies & Associates’s Broadcom AVGO Stock Holding History

Global Wealth Strategies & Associates’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 		$1.01M Buy
2,872
+1,789
+165% +$673K 0.18% 39
2026
Q2 		$409K Buy
1,083
+496
+84% +$199K 0.08% 64
2026
Q1 		$182K Buy
587
+27
+5% +$8.88K 0.04% 86
2025
Q4 		$194K Sell
560
-30
-5% -$10.7K 0.05% 74
2025
Q3 		$195K Buy
590
+127
+27% +$39K 0.05% 69
2025
Q2 		$128K Sell
463
-126
-21% -$27.4K 0.04% 64
2025
Q1 		$98.6K Buy
589
+83
+16% +$17.6K 0.03% 76
2024
Q4 		$117K Buy
506
+191
+61% +$35.3K 0.04% 66
2024
Q3 		$54.3K Buy
315
+165
+110% +$26.5K 0.02% 92
2024
Q2 		$24.1K Hold
150
– – 0.01% 119
2024
Q1 		$19.9K Hold
150
– – 0.01% 133
2023
Q4 		$16.7K Hold
150
– – 0.01% 134
2023
Q3 		$12.5K Hold
150
– – 0.01% 145
2023
Q2 		$13K Hold
150
– – 0.01% 144
2023
Q1 		$9.62K Hold
150
– – 0.01% 162
2022
Q4 		$8.39K Buy
+150
New +$7.52K ﹤0.01% 162

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

Global Wealth Strategies & Associates's AVGO Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Broadcom (AVGO) stake by 165% in Q3 2026, buying an estimated $673K and bringing the position to 2,872 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #39.

Global Wealth Strategies & Associates first reported a position in AVGO in Q4 2022 and has held it in 16 quarters since. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Global Wealth Strategies & Associates held 2,872 shares of Broadcom worth $1.01M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 1,789 Broadcom shares in Q3 2026, an estimated $673K.
  • Broadcom made up 0.18% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #39 holding.
  • Global Wealth Strategies & Associates first reported a position in Broadcom in Q4 2022 and has held it in 16 quarters since.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.