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Intergy Private Wealth’s Broadcom AVGO Stock Holding History

Intergy Private Wealth’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 		$1.55M Sell
4,404
-40
-0.9% -$15.1K 0.35% 43
2026
Q2 		$1.68M Buy
4,444
+106
+2% +$42.5K 0.39% 38
2026
Q1 		$1.34M Buy
4,338
+218
+5% +$71.7K 0.39% 37
2025
Q4 		$1.43M Buy
4,120
+40
+1% +$14.3K 0.43% 34
2025
Q3 		$1.35M Sell
4,080
-62
-1% -$19K 0.42% 35
2025
Q2 		$1.14M Buy
4,142
+138
+3% +$30K 0.39% 38
2025
Q1 		$670K Buy
4,004
+73
+2% +$15.4K 0.25% 55
2024
Q4 		$911K Sell
3,931
-71
-2% -$13.1K 0.34% 47
2024
Q3 		$690K Sell
4,002
-28
-0.7% -$4.49K 0.26% 53
2024
Q2 		$647K Buy
4,030
+10
+0.2% +$1.4K 0.27% 54
2024
Q1 		$533K Hold
4,020
– – 0.22% 59
2023
Q4 		$449K Sell
4,020
-200
-5% -$18.9K 0.19% 59
2023
Q3 		$351K Sell
4,220
-250
-6% -$21.7K 0.18% 57
2023
Q2 		$388K Sell
4,470
-210
-4% -$15K 0.19% 58
2023
Q1 		$300K Buy
4,680
+220
+5% +$13.2K 0.17% 59
2022
Q4 		$249K Buy
+4,460
New +$224K 0.16% 59

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Intergy Private Wealth's AVGO Position: Q3 2026 in Review

Intergy Private Wealth reduced its Broadcom (AVGO) stake by 0.9% in Q3 2026, selling an estimated $15.1K and leaving 4,404 shares worth $1.55M. The position accounts for 0.35% of the portfolio, ranked #43.

Intergy Private Wealth first reported a position in AVGO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.68M in Q2 2026. 1,167 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Intergy Private Wealth held 4,404 shares of Broadcom worth $1.55M as of Q3 2026.
  • Intergy Private Wealth sold 40 Broadcom shares in Q3 2026, an estimated $15.1K.
  • Broadcom made up 0.35% of Intergy Private Wealth's portfolio in Q3 2026, its #43 holding.
  • Intergy Private Wealth first reported a position in Broadcom in Q4 2022 and has held it in 16 quarters since.
  • Intergy Private Wealth's Broadcom position peaked at $1.68M in Q2 2026.
  • 1,167 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.