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Insight Wealth Strategies’s Broadcom AVGO Stock Holding History

Insight Wealth Strategies’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 		$6.6M Buy
18,789
+395
+2% +$149K 0.65% 49
2026
Q2 		$6.79M Sell
18,394
-1,570
-8% -$630K 0.66% 51
2026
Q1 		$6.18M Buy
19,964
+4,119
+26% +$1.36M 0.69% 41
2025
Q4 		$5.48M Buy
15,845
+569
+4% +$203K 0.63% 43
2025
Q3 		$5.04M Sell
15,276
-5,667
-27% -$1.74M 0.59% 50
2025
Q2 		$5.54M Sell
20,943
-4,022
-16% -$873K 0.7% 33
2025
Q1 		$4.18M Sell
24,965
-462
-2% -$97.8K 0.56% 51
2024
Q4 		$5.89M Sell
25,427
-4,248
-14% -$786K 0.79% 30
2024
Q3 		$5.12M Buy
29,675
+145
+0.5% +$23.2K 0.67% 36
2024
Q2 		$4.74M Sell
29,530
-10
-0% -$1.4K 0.67% 32
2024
Q1 		$3.92M Buy
29,540
+20
+0.1% +$2.48K 0.57% 40
2023
Q4 		$3.3M Sell
29,520
-6,190
-17% -$586K 0.53% 33
2023
Q3 		$2.97M Buy
35,710
+2,260
+7% +$196K 0.57% 31
2023
Q2 		$2.9M Sell
33,450
-150
-0.4% -$10.7K 0.56% 30
2023
Q1 		$2.16M Sell
33,600
-740
-2% -$44.5K 0.42% 34
2022
Q4 		$1.92M Sell
34,340
-28,960
-46% -$1.45M 0.37% 37
2022
Q3 		$3.08M Hold
63,300
– – 0.57% 26
2022
Q2 		$3.08M Sell
63,300
-1,860
-3% -$104K 0.57% 26
2022
Q1 		$4.1M Buy
65,160
+16,960
+35% +$1.01M 0.61% 25
2021
Q4 		$3.21M Buy
48,200
+2,470
+5% +$139K 0.46% 29
2021
Q3 		$2.22M Buy
45,730
+2,200
+5% +$107K 0.31% 44
2021
Q2 		$2.08M Sell
43,530
-9,980
-19% -$462K 0.29% 40
2021
Q1 		$2.48M Buy
53,510
+14,860
+38% +$687K 0.33% 39
2020
Q4 		$1.69M Buy
38,650
+70
+0.2% +$2.73K 0.29% 47
2020
Q3 		$1.41M Buy
38,580
+8,170
+27% +$274K 0.26% 46
2020
Q2 		$960K Buy
30,410
+11,040
+57% +$309K 0.21% 49
2020
Q1 		$459K Sell
19,370
-29,030
-60% -$818K 0.12% 82
2019
Q4 		$1.53M Buy
48,400
+1,840
+4% +$55.9K 0.32% 59
2019
Q3 		$1.28M Buy
46,560
+6,400
+16% +$182K 0.3% 61
2019
Q2 		$1.16M Buy
40,160
+32,760
+443% +$955K 0.28% 57
2019
Q1 		$223K Buy
+7,400
New +$201K 0.06% 128

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

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

Insight Wealth Strategies increased its Broadcom (AVGO) stake by 2.1% in Q3 2026, buying an estimated $149K and bringing the position to 18,789 shares worth $6.6M. The position accounts for 0.65% of the portfolio, ranked #49.

Insight Wealth Strategies first reported a position in AVGO in Q1 2019 and has held it in 31 quarters since. The position peaked at $6.79M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Insight Wealth Strategies held 18,789 shares of Broadcom worth $6.6M as of Q3 2026.
  • Insight Wealth Strategies bought 395 Broadcom shares in Q3 2026, an estimated $149K.
  • Broadcom made up 0.65% of Insight Wealth Strategies's portfolio in Q3 2026, its #49 holding.
  • Insight Wealth Strategies first reported a position in Broadcom in Q1 2019 and has held it in 31 quarters since.
  • Insight Wealth Strategies's Broadcom position peaked at $6.79M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.