MWA
AVGO icon

MFA Wealth Advisors’s Broadcom AVGO Stock Holding History

MFA 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 		$916K Buy
2,607
+20
+0.8% +$7.53K 0.16% 53
2026
Q2 		$977K Buy
2,587
+6
+0.2% +$2.41K 0.17% 54
2026
Q1 		$799K Buy
2,581
+1
+0% +$329 0.16% 54
2025
Q4 		$893K Sell
2,580
-601
-19% -$215K 0.19% 49
2025
Q3 		$1.05M Hold
3,181
– – 0.23% 48
2025
Q2 		$877K Hold
3,181
– – 0.21% 52
2025
Q1 		$533K Buy
3,181
+751
+31% +$159K 0.13% 59
2024
Q4 		$563K Hold
2,430
– – 0.14% 50
2024
Q3 		$419K Hold
2,430
– – 0.09% 66
2024
Q2 		$390K Hold
2,430
– – 0.09% 71
2024
Q1 		$322K Sell
2,430
-30
-1% -$3.72K 0.08% 72
2023
Q4 		$275K Buy
2,460
+30
+1% +$2.84K 0.08% 79
2023
Q3 		$202K Hold
2,430
– – 0.06% 74
2023
Q2 		$211K Buy
+2,430
New +$173K 0.07% 76

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

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

MFA Wealth Advisors increased its Broadcom (AVGO) stake by 0.77% in Q3 2026, buying an estimated $7.53K and bringing the position to 2,607 shares worth $916K. The position accounts for 0.16% of the portfolio, ranked #53.

MFA Wealth Advisors first reported a position in AVGO in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.05M in Q3 2025. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • MFA Wealth Advisors held 2,607 shares of Broadcom worth $916K as of Q3 2026.
  • MFA Wealth Advisors bought 20 Broadcom shares in Q3 2026, an estimated $7.53K.
  • Broadcom made up 0.16% of MFA Wealth Advisors's portfolio in Q3 2026, its #53 holding.
  • MFA Wealth Advisors first reported a position in Broadcom in Q2 2023 and has held it in 14 quarters since.
  • MFA Wealth Advisors's Broadcom position peaked at $1.05M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.