HWA
AVGO icon

Heritage Wealth Architects’s Broadcom AVGO Stock Holding History

Heritage Wealth Architects’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 		$322K Buy
907
+11
+1% +$4.14K 0.13% 53
2026
Q2 		$344K Hold
896
– – 0.14% 62
2026
Q1 		$377K Sell
896
-27
-3% -$8.88K 0.16% 58
2025
Q4 		$295K Buy
+923
New +$330K 0.14% 65

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

Heritage Wealth Architects's AVGO Position: Q3 2026 in Review

Heritage Wealth Architects increased its Broadcom (AVGO) stake by 1.2% in Q3 2026, buying an estimated $4.14K and bringing the position to 907 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #53.

Heritage Wealth Architects first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $377K in Q1 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Heritage Wealth Architects held 907 shares of Broadcom worth $322K as of Q3 2026.
  • Heritage Wealth Architects bought 11 Broadcom shares in Q3 2026, an estimated $4.14K.
  • Broadcom made up 0.13% of Heritage Wealth Architects's portfolio in Q3 2026, its #53 holding.
  • Heritage Wealth Architects first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Heritage Wealth Architects's Broadcom position peaked at $377K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.