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Juncture Wealth Strategies’s Broadcom AVGO Stock Holding History

Juncture 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 		$3.06M Sell
8,704
-162
-2% -$61K 0.78% 32
2026
Q2 		$3.35M Buy
8,866
+5,046
+132% +$2.02M 0.87% 25
2026
Q1 		$1.18M Buy
3,820
+211
+6% +$69.4K 0.4% 50
2025
Q4 		$1.25M Sell
3,609
-243
-6% -$86.9K 0.41% 42
2025
Q3 		$1.27M Sell
3,852
-7
-0.2% -$2.15K 0.43% 44
2025
Q2 		$1.06M Sell
3,859
-199
-5% -$43.2K 0.38% 46
2025
Q1 		$679K Buy
4,058
+283
+7% +$59.9K 0.26% 65
2024
Q4 		$875K Buy
3,775
+395
+12% +$73.1K 0.33% 49
2024
Q3 		$583K Sell
3,380
-10
-0.3% -$1.6K 0.23% 66
2024
Q2 		$544K Buy
+3,390
New +$475K 0.23% 62

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

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

Juncture Wealth Strategies reduced its Broadcom (AVGO) stake by 1.8% in Q3 2026, selling an estimated $61K and leaving 8,704 shares worth $3.06M. The position accounts for 0.78% of the portfolio, ranked #32.

Juncture Wealth Strategies first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.35M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Juncture Wealth Strategies held 8,704 shares of Broadcom worth $3.06M as of Q3 2026.
  • Juncture Wealth Strategies sold 162 Broadcom shares in Q3 2026, an estimated $61K.
  • Broadcom made up 0.78% of Juncture Wealth Strategies's portfolio in Q3 2026, its #32 holding.
  • Juncture Wealth Strategies first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
  • Juncture Wealth Strategies's Broadcom position peaked at $3.35M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.