Navis Wealth Advisors
AVGO icon

Navis Wealth Advisors’s Broadcom AVGO Stock Holding History

Navis 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 		$1.01M Sell
2,870
-392
-12% -$148K 0.38% 51
2026
Q2 		$1.23M Buy
3,262
+14
+0.4% +$5.61K 0.47% 45
2026
Q1 		$1.01M Buy
3,248
+80
+3% +$26.3K 0.51% 54
2025
Q4 		$1.1M Buy
3,168
+641
+25% +$229K 0.46% 49
2025
Q3 		$834K Buy
2,527
+378
+18% +$116K 0.62% 32
2025
Q2 		$592K Sell
2,149
-67
-3% -$14.5K 0.5% 44
2025
Q1 		$371K Sell
2,216
-67
-3% -$14.2K 0.36% 61
2024
Q4 		$529K Sell
2,283
-41
-2% -$7.58K 0.58% 43
2024
Q3 		$401K Buy
2,324
+104
+5% +$16.7K 0.43% 52
2024
Q2 		$356K Buy
2,220
+400
+22% +$56.1K 0.41% 57
2024
Q1 		$241K Hold
1,820
– – 0.29% 82
2023
Q4 		$203K Buy
+1,820
New +$172K 0.27% 84

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Navis Wealth Advisors reduced its Broadcom (AVGO) stake by 12% in Q3 2026, selling an estimated $148K and leaving 2,870 shares worth $1.01M. The position accounts for 0.38% of the portfolio, ranked #51.

Navis Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Navis Wealth Advisors held 2,870 shares of Broadcom worth $1.01M as of Q3 2026.
  • Navis Wealth Advisors sold 392 Broadcom shares in Q3 2026, an estimated $148K.
  • Broadcom made up 0.38% of Navis Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • Navis Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Navis Wealth Advisors's Broadcom position peaked at $1.23M in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Navis Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.