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Plan A Wealth’s Broadcom AVGO Stock Holding History

Plan A 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 		$1.4M Buy
3,978
+3
+0.1% +$1.13K 0.5% 24
2026
Q2 		$1.5M Buy
3,975
+300
+8% +$120K 0.64% 17
2026
Q1 		$1.14M Buy
3,675
+625
+20% +$206K 0.54% 20
2025
Q4 		$1.06M Buy
3,050
+78
+3% +$27.9K 0.52% 21
2025
Q3 		$981K Buy
2,972
+155
+6% +$47.6K 0.5% 25
2025
Q2 		$777K Buy
2,817
+1,368
+94% +$297K 0.44% 34
2025
Q1 		$243K Buy
+1,449
New +$307K 0.19% 93

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

Plan A Wealth's AVGO Position: Q3 2026 in Review

Plan A Wealth increased its Broadcom (AVGO) stake by 0.08% in Q3 2026, buying an estimated $1.13K and bringing the position to 3,978 shares worth $1.4M. The position accounts for 0.5% of the portfolio, ranked #24.

Plan A Wealth first reported a position in AVGO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.5M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Plan A Wealth held 3,978 shares of Broadcom worth $1.4M as of Q3 2026.
  • Plan A Wealth bought 3 Broadcom shares in Q3 2026, an estimated $1.13K.
  • Broadcom made up 0.5% of Plan A Wealth's portfolio in Q3 2026, its #24 holding.
  • Plan A Wealth first reported a position in Broadcom in Q1 2025 and has held it in 7 quarters since.
  • Plan A Wealth's Broadcom position peaked at $1.5M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.