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Olistico Wealth’s Broadcom AVGO Stock Holding History

Olistico 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 		$3.75M Sell
10,680
-518
-5% -$195K 1.57% 15
2026
Q2 		$4.23M Hold
11,198
– – 1.81% 11
2026
Q1 		$3.47M Sell
11,198
-441
-4% -$145K 1.71% 12
2025
Q4 		$4.03M Buy
11,639
+250
+2% +$89.4K 1.97% 10
2025
Q3 		$3.76M Sell
11,389
-72
-0.6% -$22.1K 1.99% 12
2025
Q2 		$3.16M Buy
11,461
+695
+6% +$151K 1.75% 13
2025
Q1 		$1.8M Buy
10,766
+688
+7% +$146K 1.11% 18
2024
Q4 		$2.34M Sell
10,078
-505
-5% -$93.4K 1.36% 18
2024
Q3 		$1.83M Sell
10,583
-677
-6% -$109K 1.12% 19
2024
Q2 		$1.81M Buy
11,260
+1,120
+11% +$157K 1.15% 19
2024
Q1 		$1.34M Sell
10,140
-2,400
-19% -$297K 0.97% 27
2023
Q4 		$1.4M Buy
12,540
+800
+7% +$75.8K 1.09% 22
2023
Q3 		$975K Buy
11,740
+400
+4% +$34.7K 0.87% 32
2023
Q2 		$984K Buy
11,340
+1,500
+15% +$107K 0.84% 33
2023
Q1 		$631K Buy
9,840
+520
+6% +$31.3K 0.61% 45
2022
Q4 		$521K Buy
+9,320
New +$467K 0.56% 50

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
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
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B 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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Olistico Wealth's AVGO Position: Q3 2026 in Review

Olistico Wealth reduced its Broadcom (AVGO) stake by 4.6% in Q3 2026, selling an estimated $195K and leaving 10,680 shares worth $3.75M. The position accounts for 1.57% of the portfolio, ranked #15.

Olistico Wealth first reported a position in AVGO in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.23M in Q2 2026. 1,008 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Olistico Wealth held 10,680 shares of Broadcom worth $3.75M as of Q3 2026.
  • Olistico Wealth sold 518 Broadcom shares in Q3 2026, an estimated $195K.
  • Broadcom made up 1.57% of Olistico Wealth's portfolio in Q3 2026, its #15 holding.
  • Olistico Wealth first reported a position in Broadcom in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's Broadcom position peaked at $4.23M in Q2 2026.
  • 1,008 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.