HWM
AVGO icon

Horizons Wealth Management’s Broadcom AVGO Stock Holding History

Horizons Wealth Management’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 		$17.6K Buy
+50
New +$18.8K 0.01% 130
2026
Q1 		$15.5K Hold
50
– – 0.01% 136
2025
Q4 		$17.3K Hold
50
– – 0.01% 130
2025
Q3 		$16.5K Hold
50
– – 0.01% 134
2025
Q2 		$13.8K Hold
50
– – 0.01% 135
2025
Q1 		$8.37K Hold
50
– – 0.01% 146
2024
Q4 		$11.6K Hold
50
– – 0.01% 131
2024
Q3 		$8.63K Sell
50
-450
-90% -$72.1K 0.01% 141
2024
Q2 		$7.87K Buy
500
+450
+900% +$63.1K 0.01% 142
2024
Q1 		$5.58K Hold
50
– – ﹤0.01% 149
2023
Q4 		$5.58K Hold
50
– – ﹤0.01% 149
2023
Q3 		$4.15K Hold
50
– – ﹤0.01% 155
2023
Q2 		$4.34K Buy
+50
New +$3.57K ﹤0.01% 175

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

Horizons Wealth Management's AVGO Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Broadcom (AVGO) in Q3 2026: 50 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #130 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in AVGO as recently as Q1 2026.

Horizons Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Horizons Wealth Management held 50 shares of Broadcom worth $17.6K as of Q3 2026.
  • Broadcom was a new Horizons Wealth Management position in Q3 2026.
  • Broadcom made up 0.01% of Horizons Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Horizons Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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