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PUREfi Wealth’s Broadcom AVGO Stock Holding History

PUREfi 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 		$6.22M Buy
17,718
+5,285
+43% +$1.99M 2.91% 5
2026
Q2 		$4.7M Buy
12,433
+99
+0.8% +$39.7K 2.58% 6
2026
Q1 		$3.82M Buy
12,334
+1,317
+12% +$433K 2.5% 6
2025
Q4 		$3.81M Sell
11,017
-1,704
-13% -$609K 2.92% 6
2025
Q3 		$4.2M Buy
12,721
+1,086
+9% +$333K 3.23% 4
2025
Q2 		$3.21M Buy
11,635
+637
+6% +$138K 2.56% 6
2025
Q1 		$1.84M Buy
10,998
+3,240
+42% +$686K 1.84% 9
2024
Q4 		$1.8M Buy
+7,758
New +$1.43M 1.76% 10

Other funds holding AVGO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

PUREfi Wealth's AVGO Position: Q3 2026 in Review

PUREfi Wealth increased its Broadcom (AVGO) stake by 43% in Q3 2026, buying an estimated $1.99M and bringing the position to 17,718 shares worth $6.22M. The position accounts for 2.91% of the portfolio, ranked #5.

PUREfi Wealth first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. 1,012 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • PUREfi Wealth held 17,718 shares of Broadcom worth $6.22M as of Q3 2026.
  • PUREfi Wealth bought 5,285 Broadcom shares in Q3 2026, an estimated $1.99M.
  • Broadcom made up 2.91% of PUREfi Wealth's portfolio in Q3 2026, its #5 holding.
  • PUREfi Wealth first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.