Great Waters Wealth Management’s Broadcom AVGO Stock Holding History

Great Waters 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	$330K	Sell	939 -14	-1%	-$5.27K	0.03%	101
2026 Q2	$360K	Buy	953 +19	+2%	+$7.62K	0.03%	91
2026 Q1	$289K	Hold	934	–	–	0.03%	95
2025 Q4	$323K	Buy	934 +100	+12%	+$35.8K	0.04%	84
2025 Q3	$275K	Sell	834 -36	-4%	-$11K	0.03%	91
2025 Q2	$240K	Buy	+870	New	+$189K	0.03%	93
2025 Q1	–	Sell	-1,780	Closed	-$413K	–	104
2024 Q4	$413K	Sell	1,780 -176	-9%	-$32.6K	0.05%	70
2024 Q3	$337K	Buy	1,956 +606	+45%	+$97.2K	0.05%	78
2024 Q2	$217K	Buy	+1,350	New	+$189K	0.03%	94

Other funds holding AVGO

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Great Waters Wealth Management's AVGO Position: Q3 2026 in Review

Great Waters Wealth Management reduced its Broadcom (AVGO) stake by 1.5% in Q3 2026, selling an estimated $5.27K and leaving 939 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #101.

Great Waters Wealth Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $413K in Q4 2024. 612 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Great Waters Wealth Management held 939 shares of Broadcom worth $330K as of Q3 2026.
Great Waters Wealth Management sold 14 Broadcom shares in Q3 2026, an estimated $5.27K.
Broadcom made up 0.03% of Great Waters Wealth Management's portfolio in Q3 2026, its #101 holding.
Great Waters Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
Great Waters Wealth Management's Broadcom position peaked at $413K in Q4 2024.
612 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.