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Investment Partners Asset Management’s Broadcom AVGO Stock Holding History

Investment Partners Asset Management’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 		$1.03M Sell
2,934
-13
-0.4% -$4.89K 0.56% 50
2026
Q2 		$1.11M Hold
2,947
– – 0.62% 46
2026
Q1 		$912K Sell
2,947
-34
-1% -$11.2K 0.56% 50
2025
Q4 		$1.03M Sell
2,981
-14
-0.5% -$5.01K 0.64% 44
2025
Q3 		$988K Sell
2,995
-198
-6% -$60.7K 0.65% 39
2025
Q2 		$880K Sell
3,193
-260
-8% -$56.5K 0.61% 48
2025
Q1 		$578K Sell
3,453
-107
-3% -$22.6K 0.45% 72
2024
Q4 		$825K Sell
3,560
-10
-0.3% -$1.85K 0.65% 45
2024
Q3 		$616K Sell
3,570
-50
-1% -$8.02K 0.5% 60
2024
Q2 		$581K Sell
3,620
-40
-1% -$5.61K 0.52% 59
2024
Q1 		$485K Buy
3,660
+330
+10% +$40.9K 0.44% 75
2023
Q4 		$372K Buy
+3,330
New +$315K 0.37% 82

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

Investment Partners Asset Management's AVGO Position: Q3 2026 in Review

Investment Partners Asset Management reduced its Broadcom (AVGO) stake by 0.44% in Q3 2026, selling an estimated $4.89K and leaving 2,934 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #50.

Investment Partners Asset Management first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q2 2026. 716 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Investment Partners Asset Management held 2,934 shares of Broadcom worth $1.03M as of Q3 2026.
  • Investment Partners Asset Management sold 13 Broadcom shares in Q3 2026, an estimated $4.89K.
  • Broadcom made up 0.56% of Investment Partners Asset Management's portfolio in Q3 2026, its #50 holding.
  • Investment Partners Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's Broadcom position peaked at $1.11M in Q2 2026.
  • 716 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.