Optivise Advisory Services’s Broadcom AVGO Stock Holding History

Optivise Advisory Services’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	$1.52M	Buy	4,322 +314	+8%	+$118K	0.75%	31
2026 Q2	$1.51M	Buy	4,008 +157	+4%	+$63K	0.77%	34
2026 Q1	$1.19M	Sell	3,851 -124	-3%	-$40.8K	0.72%	33
2025 Q4	$1.38M	Buy	3,975 +688	+21%	+$246K	0.79%	36
2025 Q3	$1.08M	Buy	3,287 +388	+13%	+$119K	0.65%	43
2025 Q2	$799K	Sell	2,899 -346	-11%	-$75.1K	0.41%	63
2025 Q1	$543K	Buy	3,245 +505	+18%	+$107K	0.3%	78
2024 Q4	$635K	Sell	2,740 -593	-18%	-$110K	0.34%	75
2024 Q3	$575K	Buy	3,333 +333	+11%	+$53.4K	0.3%	69
2024 Q2	$482K	Buy	+3,000	New	+$420K	0.26%	82

Other funds holding AVGO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Optivise Advisory Services's AVGO Position: Q3 2026 in Review

Optivise Advisory Services increased its Broadcom (AVGO) stake by 7.8% in Q3 2026, buying an estimated $118K and bringing the position to 4,322 shares worth $1.52M. The position accounts for 0.75% of the portfolio, ranked #31.

Optivise Advisory Services first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. 1,696 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Optivise Advisory Services held 4,322 shares of Broadcom worth $1.52M as of Q3 2026.
Optivise Advisory Services bought 314 Broadcom shares in Q3 2026, an estimated $118K.
Broadcom made up 0.75% of Optivise Advisory Services's portfolio in Q3 2026, its #31 holding.
Optivise Advisory Services first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
1,696 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.