Proactive Wealth Strategies’s Broadcom AVGO Stock Holding History

Proactive Wealth Strategies’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	$1.38M	Sell	3,925 -135	-3%	-$50.8K	0.21%	102
2026 Q2	$1.53M	Sell	4,060 -48	-1%	-$19.2K	0.25%	94
2026 Q1	$1.27M	Buy	4,108 +2,023	+97%	+$666K	0.24%	93
2025 Q4	$722K	Buy	2,085 +3	+0.1%	+$1.07K	0.29%	80
2025 Q3	$687K	Buy	2,082 +834	+67%	+$256K	0.3%	75
2025 Q2	$344K	Buy	1,248 +42	+3%	+$9.12K	0.16%	102
2025 Q1	$202K	Buy	1,206 +312	+35%	+$66K	0.11%	129
2024 Q4	$207K	Buy	+894	New	+$165K	0.11%	127

Other funds holding AVGO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Proactive Wealth Strategies's AVGO Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Broadcom (AVGO) stake by 3.3% in Q3 2026, selling an estimated $50.8K and leaving 3,925 shares worth $1.38M. The position accounts for 0.21% of the portfolio, ranked #102.

Proactive Wealth Strategies first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Proactive Wealth Strategies held 3,925 shares of Broadcom worth $1.38M as of Q3 2026.
Proactive Wealth Strategies sold 135 Broadcom shares in Q3 2026, an estimated $50.8K.
Broadcom made up 0.21% of Proactive Wealth Strategies's portfolio in Q3 2026, its #102 holding.
Proactive Wealth Strategies first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
Proactive Wealth Strategies's Broadcom position peaked at $1.53M in Q2 2026.
4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.