HWA
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Heartwood Wealth Advisors’s Broadcom AVGO Stock Holding History

Heartwood 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 		$1.2M Buy
3,403
+179
+6% +$67.4K 0.09% 96
2026
Q2 		$1.22M Buy
3,224
+86
+3% +$34.5K 0.09% 95
2026
Q1 		$971K Sell
3,138
-290
-8% -$95.4K 0.08% 99
2025
Q4 		$1.19M Buy
3,428
+1,687
+97% +$603K 0.11% 77
2025
Q3 		$574K Sell
1,741
-17
-1% -$5.21K 0.05% 111
2025
Q2 		$485K Sell
1,758
-30
-2% -$6.51K 0.05% 111
2025
Q1 		$299K Sell
1,788
-18
-1% -$3.81K 0.03% 139
2024
Q4 		$419K Buy
1,806
+276
+18% +$51K 0.05% 102
2024
Q3 		$264K Buy
1,530
+160
+12% +$25.7K 0.03% 144
2024
Q2 		$220K Buy
+1,370
New +$192K 0.03% 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

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

Heartwood Wealth Advisors increased its Broadcom (AVGO) stake by 5.6% in Q3 2026, buying an estimated $67.4K and bringing the position to 3,403 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #96.

Heartwood Wealth Advisors first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Heartwood Wealth Advisors held 3,403 shares of Broadcom worth $1.2M as of Q3 2026.
  • Heartwood Wealth Advisors bought 179 Broadcom shares in Q3 2026, an estimated $67.4K.
  • Broadcom made up 0.09% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #96 holding.
  • Heartwood Wealth Advisors first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
  • Heartwood Wealth Advisors's Broadcom position peaked at $1.22M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.