HRC Wealth Management’s Broadcom AVGO Stock Holding History

HRC 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	$462K	Buy	1,316 +1	+0.1%	+$376	0.18%	41
2026 Q2	$497K	Buy	1,315 +22	+2%	+$8.82K	0.2%	40
2026 Q1	$400K	Sell	1,293 -29	-2%	-$9.5K	0.19%	42
2025 Q4	$458K	Sell	1,322 -6	-0.5%	-$2.15K	0.22%	39
2025 Q3	$438K	Buy	1,328 +1	+0.1%	+$307	0.21%	36
2025 Q2	$366K	Buy	1,327 +8	+0.6%	+$1.74K	0.2%	39
2025 Q1	$221K	Buy	1,319 +44	+3%	+$9.31K	0.14%	48
2024 Q4	$296K	Buy	+1,275	New	+$236K	0.18%	41

Other funds holding AVGO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

HRC Wealth Management increased its Broadcom (AVGO) stake by 0.08% in Q3 2026, buying an estimated $376 and bringing the position to 1,316 shares worth $462K. The position accounts for 0.18% of the portfolio, ranked #41.

HRC Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $497K in Q2 2026. 3,175 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

HRC Wealth Management held 1,316 shares of Broadcom worth $462K as of Q3 2026.
HRC Wealth Management bought 1 Broadcom share in Q3 2026, an estimated $376.
Broadcom made up 0.18% of HRC Wealth Management's portfolio in Q3 2026, its #41 holding.
HRC Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
HRC Wealth Management's Broadcom position peaked at $497K in Q2 2026.
3,175 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.