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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 		$70.2K Buy
+200
New +$75.3K 0.01% 193

Other funds holding AVGO

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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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. 716 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.
  • 716 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.