IWA
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Inspirion Wealth Advisors’s Broadcom AVGO Stock Holding History

Inspirion Wealth Advisors’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 		$445K Buy
1,267
+77
+6% +$29K 0.05% 115
2026
Q2 		$440K Buy
1,190
+23
+2% +$9.22K 0.05% 118
2026
Q1 		$361K Sell
1,167
-81
-6% -$26.7K 0.05% 122
2025
Q4 		$432K Sell
1,248
-504
-29% -$180K 0.05% 113
2025
Q3 		$302K Buy
1,752
+788
+82% +$242K 0.04% 120
2025
Q2 		$266K Sell
964
-824
-46% -$179K 0.04% 132
2025
Q1 		$299K Hold
1,788
– – 0.04% 124
2024
Q4 		$409K Buy
1,788
+36
+2% +$6.66K 0.06% 107
2024
Q3 		$302K Buy
1,752
+62
+4% +$9.94K 0.04% 121
2024
Q2 		$271K Sell
1,690
-60
-3% -$8.41K 0.04% 127
2024
Q1 		$232K Buy
+1,750
New +$217K 0.04% 132

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

Inspirion Wealth Advisors's AVGO Position: Q3 2026 in Review

Inspirion Wealth Advisors increased its Broadcom (AVGO) stake by 6.5% in Q3 2026, buying an estimated $29K and bringing the position to 1,267 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #115.

Inspirion Wealth Advisors first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Inspirion Wealth Advisors held 1,267 shares of Broadcom worth $445K as of Q3 2026.
  • Inspirion Wealth Advisors bought 77 Broadcom shares in Q3 2026, an estimated $29K.
  • Broadcom made up 0.05% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #115 holding.
  • Inspirion Wealth Advisors first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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