High Net Worth Advisory Group
AVGO icon

High Net Worth Advisory Group’s Broadcom AVGO Stock Holding History

High Net Worth Advisory Group’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 		$954K Sell
2,715
-95
-3% -$35.8K 0.2% 105
2026
Q2 		$1.06M Buy
2,810
+133
+5% +$53.3K 0.23% 103
2026
Q1 		$829K Sell
2,677
-168
-6% -$55.3K 0.19% 111
2025
Q4 		$985K Buy
2,845
+183
+7% +$65.4K 0.23% 98
2025
Q3 		$878K Sell
2,662
-9
-0.3% -$2.76K 0.21% 100
2025
Q2 		$736K Buy
2,671
+45
+2% +$9.8K 0.19% 104
2025
Q1 		$440K Hold
2,626
– – 0.12% 136
2024
Q4 		$609K Buy
2,626
+16
+0.6% +$2.96K 0.17% 114
2024
Q3 		$450K Hold
2,610
– – 0.12% 135
2024
Q2 		$419K Buy
2,610
+100
+4% +$14K 0.13% 131
2024
Q1 		$333K Buy
+2,510
New +$311K 0.1% 149
2023
Q1 		– Sell
-1,510
Closed -$84.4K – 221
2022
Q4 		$84.4K Sell
1,510
-170
-10% -$8.52K 0.03% 258
2022
Q3 		$75K Hold
1,680
– – 0.03% 266
2022
Q2 		$82K Hold
1,680
– – 0.03% 262
2022
Q1 		$106K Hold
1,680
– – 0.04% 241
2021
Q4 		$112K Buy
+1,680
New +$94.4K 0.04% 238

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

High Net Worth Advisory Group's AVGO Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its Broadcom (AVGO) stake by 3.4% in Q3 2026, selling an estimated $35.8K and leaving 2,715 shares worth $954K. The position accounts for 0.2% of the portfolio, ranked #105.

High Net Worth Advisory Group first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.06M in Q2 2026. 3,196 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • High Net Worth Advisory Group held 2,715 shares of Broadcom worth $954K as of Q3 2026.
  • High Net Worth Advisory Group sold 95 Broadcom shares in Q3 2026, an estimated $35.8K.
  • Broadcom made up 0.2% of High Net Worth Advisory Group's portfolio in Q3 2026, its #105 holding.
  • High Net Worth Advisory Group first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
  • High Net Worth Advisory Group's Broadcom position peaked at $1.06M in Q2 2026.
  • 3,196 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.