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Portus Wealth Advisors’s Broadcom AVGO Stock Holding History

Portus 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 		$1.69M Sell
4,801
-290
-6% -$109K 1.39% 24
2026
Q2 		$1.92M Buy
5,091
+168
+3% +$67.4K 1.58% 19
2026
Q1 		$1.52M Sell
4,923
-546
-10% -$180K 1.43% 18
2025
Q4 		$1.89M Buy
5,469
+185
+4% +$66.2K 1.79% 19
2025
Q3 		$1.74M Buy
+5,284
New +$1.62M 1.74% 17

Other funds holding AVGO

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

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

Portus Wealth Advisors reduced its Broadcom (AVGO) stake by 5.7% in Q3 2026, selling an estimated $109K and leaving 4,801 shares worth $1.69M. The position accounts for 1.39% of the portfolio, ranked #24.

Portus Wealth Advisors first reported a position in AVGO in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q2 2026. 369 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Portus Wealth Advisors held 4,801 shares of Broadcom worth $1.69M as of Q3 2026.
  • Portus Wealth Advisors sold 290 Broadcom shares in Q3 2026, an estimated $109K.
  • Broadcom made up 1.39% of Portus Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • Portus Wealth Advisors first reported a position in Broadcom in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's Broadcom position peaked at $1.92M in Q2 2026.
  • 369 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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