Premier Path Wealth Partners’s Broadcom AVGO Stock Holding History

Premier Path Wealth Partners’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	$13.3M	Sell	37,741 -97	-0.3%	-$36.5K	1.55%	10
2026 Q2	$14.3M	Buy	37,838 +1,366	+4%	+$548K	1.64%	8
2026 Q1	$11.3M	Buy	36,472 +2,623	+8%	+$863K	1.47%	8
2025 Q4	$11.7M	Buy	33,849 +662	+2%	+$237K	1.51%	9
2025 Q3	$10.9M	Buy	33,187 +204	+0.6%	+$62.6K	1.41%	13
2025 Q2	$9.09M	Buy	32,983 +220	+0.7%	+$47.8K	1.27%	16
2025 Q1	$5.49M	Buy	32,763 +55	+0.2%	+$11.6K	0.85%	29
2024 Q4	$7.58M	Sell	32,708 -395	-1%	-$73.1K	1.16%	17
2024 Q3	$5.71M	Buy	33,103 +813	+3%	+$130K	0.9%	22
2024 Q2	$5.18M	Sell	32,290 -150	-0.5%	-$21K	0.88%	23
2024 Q1	$4.3M	Sell	32,440 -1,910	-6%	-$237K	0.81%	29
2023 Q4	$3.74M	Buy	+34,350	New	+$3.25M	0.83%	27

Other funds holding AVGO

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

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Premier Path Wealth Partners's AVGO Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Broadcom (AVGO) stake by 0.26% in Q3 2026, selling an estimated $36.5K and leaving 37,741 shares worth $13.3M. The position accounts for 1.55% of the portfolio, ranked #10.

Premier Path Wealth Partners first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q2 2026. 934 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Premier Path Wealth Partners held 37,741 shares of Broadcom worth $13.3M as of Q3 2026.
Premier Path Wealth Partners sold 97 Broadcom shares in Q3 2026, an estimated $36.5K.
Broadcom made up 1.55% of Premier Path Wealth Partners's portfolio in Q3 2026, its #10 holding.
Premier Path Wealth Partners first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Broadcom position peaked at $14.3M in Q2 2026.
934 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.