HMV Wealth Advisors
AVGO icon

HMV Wealth Advisors’s Broadcom AVGO Stock Holding History

HMV 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 		$977K Buy
2,783
+713
+34% +$268K 0.37% 43
2026
Q2 		$782K Buy
2,070
+496
+32% +$199K 0.3% 44
2026
Q1 		$487K Hold
1,574
– – 0.23% 52
2025
Q4 		$545K Hold
1,574
– – 0.27% 48
2025
Q3 		$519K Hold
1,574
– – 0.29% 49
2025
Q2 		$434K Sell
1,574
-1,188
-43% -$258K 0.28% 54
2025
Q1 		$462K Hold
2,762
– – 0.37% 53
2024
Q4 		$640K Buy
+2,762
New +$511K 0.64% 42

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

HMV Wealth Advisors increased its Broadcom (AVGO) stake by 34% in Q3 2026, buying an estimated $268K and bringing the position to 2,783 shares worth $977K. The position accounts for 0.37% of the portfolio, ranked #43.

HMV Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. 1,909 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • HMV Wealth Advisors held 2,783 shares of Broadcom worth $977K as of Q3 2026.
  • HMV Wealth Advisors bought 713 Broadcom shares in Q3 2026, an estimated $268K.
  • Broadcom made up 0.37% of HMV Wealth Advisors's portfolio in Q3 2026, its #43 holding.
  • HMV Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • 1,909 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.