IAG Wealth Partners
AVGO icon

IAG Wealth Partners’s Broadcom AVGO Stock Holding History

IAG Wealth Partners’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 		$253K Sell
721
-14
-2% -$5.27K 0.02% 121
2026
Q2 		$278K Sell
735
-86
-10% -$34.5K 0.03% 114
2026
Q1 		$254K Buy
821
+86
+12% +$28.3K 0.03% 114
2025
Q4 		$254K Sell
735
-18
-2% -$6.44K 0.03% 111
2025
Q3 		$249K Buy
753
+210
+39% +$64.4K 0.03% 108
2025
Q2 		$150K Hold
543
– – 0.02% 125
2025
Q1 		$90.9K Sell
543
-115
-17% -$24.3K 0.01% 150
2024
Q4 		$153K Buy
658
+138
+27% +$25.5K 0.03% 108
2024
Q3 		$89.7K Hold
520
– – 0.02% 140
2024
Q2 		$83.5K Buy
520
+70
+16% +$9.8K 0.02% 135
2024
Q1 		$59.6K Sell
450
-40
-8% -$4.96K 0.01% 155
2023
Q4 		$54.7K Buy
490
+150
+44% +$14.2K 0.01% 152
2023
Q3 		$28.2K Sell
340
-40
-11% -$3.47K 0.01% 192
2023
Q2 		$33K Buy
380
+40
+12% +$2.85K 0.01% 193
2023
Q1 		$21.8K Buy
340
+170
+100% +$10.2K 0.01% 217
2022
Q4 		$9.5K Sell
170
-90
-35% -$4.51K ﹤0.01% 291
2022
Q3 		$12K Sell
260
-50
-16% -$2.55K ﹤0.01% 250
2022
Q2 		$15K Buy
310
+50
+19% +$2.81K ﹤0.01% 231
2022
Q1 		$16K Buy
260
+90
+53% +$5.35K 0.01% 244
2021
Q4 		$11K Buy
170
+30
+21% +$1.69K ﹤0.01% 285
2021
Q3 		$7K Hold
140
– – ﹤0.01% 294
2021
Q2 		$7K Buy
140
+80
+133% +$3.71K ﹤0.01% 294
2021
Q1 		$3K Buy
+60
New +$2.78K ﹤0.01% 329

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

IAG Wealth Partners's AVGO Position: Q3 2026 in Review

IAG Wealth Partners reduced its Broadcom (AVGO) stake by 1.9% in Q3 2026, selling an estimated $5.27K and leaving 721 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #121.

IAG Wealth Partners first reported a position in AVGO in Q1 2021 and has held it in 23 quarters since. The position peaked at $278K in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • IAG Wealth Partners held 721 shares of Broadcom worth $253K as of Q3 2026.
  • IAG Wealth Partners sold 14 Broadcom shares in Q3 2026, an estimated $5.27K.
  • Broadcom made up 0.02% of IAG Wealth Partners's portfolio in Q3 2026, its #121 holding.
  • IAG Wealth Partners first reported a position in Broadcom in Q1 2021 and has held it in 23 quarters since.
  • IAG Wealth Partners's Broadcom position peaked at $278K in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.