Insight Wealth Partners
AVGO icon

Insight Wealth Partners’s Broadcom AVGO Stock Holding History

Insight 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 		$2.86M Sell
8,133
-533
-6% -$201K 0.38% 27
2026
Q2 		$3.27M Buy
8,666
+954
+12% +$383K 0.44% 25
2026
Q1 		$2.39M Buy
7,712
+42
+0.5% +$13.8K 0.33% 26
2025
Q4 		$2.65M Buy
7,670
+3
+0% +$1.07K 0.36% 22
2025
Q3 		$2.53M Buy
7,667
+155
+2% +$47.6K 0.77% 23
2025
Q2 		$2.07M Buy
7,512
+332
+5% +$72.1K 0.8% 24
2025
Q1 		$1.2M Sell
7,180
-106
-1% -$22.4K 0.2% 36
2024
Q4 		$1.69M Buy
7,286
+27
+0.4% +$4.99K 0.23% 29
2024
Q3 		$1.25M Sell
7,259
-11
-0.2% -$1.76K 0.25% 38
2024
Q2 		$1.17M Buy
7,270
+850
+13% +$119K 0.2% 32
2024
Q1 		$851K Buy
6,420
+1,750
+37% +$217K 0.15% 40
2023
Q4 		$521K Buy
4,670
+2,070
+80% +$196K 0.09% 52
2023
Q3 		$216K Buy
2,600
+10
+0.4% +$867 0.04% 69
2023
Q2 		$225K Buy
+2,590
New +$185K 0.05% 68
2022
Q2 		– Sell
-9,470
Closed -$596K – 61
2022
Q1 		$596K Sell
9,470
-3,950
-29% -$235K 0.33% 38
2021
Q4 		$893K Buy
+13,420
New +$754K 0.17% 32

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

Insight Wealth Partners reduced its Broadcom (AVGO) stake by 6.2% in Q3 2026, selling an estimated $201K and leaving 8,133 shares worth $2.86M. The position accounts for 0.38% of the portfolio, ranked #27.

Insight Wealth Partners first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.27M in Q2 2026. 1,697 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Insight Wealth Partners held 8,133 shares of Broadcom worth $2.86M as of Q3 2026.
  • Insight Wealth Partners sold 533 Broadcom shares in Q3 2026, an estimated $201K.
  • Broadcom made up 0.38% of Insight Wealth Partners's portfolio in Q3 2026, its #27 holding.
  • Insight Wealth Partners first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
  • Insight Wealth Partners's Broadcom position peaked at $3.27M in Q2 2026.
  • 1,697 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.