RF
AVGO icon

Roxbury Financial’s Broadcom AVGO Stock Holding History

Roxbury Financial’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 		$239K Hold
682
– – 0.18% 90
2026
Q2 		$257K Buy
682
+1
+0.1% +$401 0.2% 89
2026
Q1 		$211K Hold
681
– – 0.19% 89
2025
Q4 		$236K Buy
681
+1
+0.1% +$358 0.21% 83
2025
Q3 		$224K Buy
680
+1
+0.1% +$307 0.21% 82
2025
Q2 		$187K Buy
679
+2
+0.3% +$434 0.18% 91
2025
Q1 		$135K Sell
677
-18
-3% -$3.81K 0.13% 105
2024
Q4 		$113K Buy
+695
New +$129K 0.11% 111

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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

Roxbury Financial's AVGO Position: Q3 2026 in Review

Roxbury Financial held its Broadcom (AVGO) position steady in Q3 2026 at 682 shares worth $239K. The position accounts for 0.18% of the portfolio, ranked #90.

Roxbury Financial first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $257K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Roxbury Financial held 682 shares of Broadcom worth $239K as of Q3 2026.
  • Roxbury Financial left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.18% of Roxbury Financial's portfolio in Q3 2026, its #90 holding.
  • Roxbury Financial first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Broadcom position peaked at $257K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.