Holos Integrated Wealth
AVGO icon

Holos Integrated Wealth’s Broadcom AVGO Stock Holding History

Holos Integrated Wealth’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 		$100K Hold
300
– – 0.05% 124
2026
Q2 		$111K Sell
300
-167
-36% -$67K 0.05% 115
2026
Q1 		$156K Buy
467
+17
+4% +$5.59K 0.08% 97
2025
Q4 		$156K Buy
450
+160
+55% +$57.2K 0.09% 76
2025
Q3 		$94.1K Hold
290
– – 0.06% 88
2025
Q2 		$88.4K Sell
290
-160
-36% -$34.7K 0.05% 90
2025
Q1 		$75.3K Hold
450
– – 0.05% 95
2024
Q4 		$104K Buy
+450
New +$83.2K 0.07% 77

Other funds holding AVGO

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Holos Integrated Wealth's AVGO Position: Q3 2026 in Review

Holos Integrated Wealth held its Broadcom (AVGO) position steady in Q3 2026 at 300 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #124.

Holos Integrated Wealth first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $156K in Q4 2025. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Holos Integrated Wealth held 300 shares of Broadcom worth $100K as of Q3 2026.
  • Holos Integrated Wealth left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.05% of Holos Integrated Wealth's portfolio in Q3 2026, its #124 holding.
  • Holos Integrated Wealth first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Broadcom position peaked at $156K in Q4 2025.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.