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Rhodes Investment Advisors’s Broadcom AVGO Stock Holding History

Rhodes Investment 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 		$251K Sell
715
-28
-4% -$10.5K 0.18% 108
2026
Q2 		$281K Sell
743
-36
-5% -$14.4K 0.21% 97
2026
Q1 		$241K Buy
779
+8
+1% +$2.63K 0.21% 99
2025
Q4 		$267K Buy
+771
New +$276K 0.22% 92

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
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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Rhodes Investment Advisors's AVGO Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its Broadcom (AVGO) stake by 3.8% in Q3 2026, selling an estimated $10.5K and leaving 715 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #108.

Rhodes Investment Advisors first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $281K in Q2 2026. 171 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Rhodes Investment Advisors held 715 shares of Broadcom worth $251K as of Q3 2026.
  • Rhodes Investment Advisors sold 28 Broadcom shares in Q3 2026, an estimated $10.5K.
  • Broadcom made up 0.18% of Rhodes Investment Advisors's portfolio in Q3 2026, its #108 holding.
  • Rhodes Investment Advisors first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's Broadcom position peaked at $281K in Q2 2026.
  • 171 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.