GRWP
AVGO icon

Green Ridge Wealth Planning’s Broadcom AVGO Stock Holding History

Green Ridge Wealth Planning’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 		$858K Buy
2,443
+393
+19% +$148K 0.34% 37
2026
Q2 		$774K Sell
2,050
-22
-1% -$8.82K 0.33% 38
2026
Q1 		$641K Buy
2,072
+32
+2% +$10.5K 0.34% 39
2025
Q4 		$706K Buy
+2,040
New +$730K 0.36% 37

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
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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Green Ridge Wealth Planning's AVGO Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Broadcom (AVGO) stake by 19% in Q3 2026, buying an estimated $148K and bringing the position to 2,443 shares worth $858K. The position accounts for 0.34% of the portfolio, ranked #37.

Green Ridge Wealth Planning first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Green Ridge Wealth Planning held 2,443 shares of Broadcom worth $858K as of Q3 2026.
  • Green Ridge Wealth Planning bought 393 Broadcom shares in Q3 2026, an estimated $148K.
  • Broadcom made up 0.34% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #37 holding.
  • Green Ridge Wealth Planning first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.