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Shira Ridge Wealth Management’s Broadcom AVGO Stock Holding History

Shira Ridge Wealth Management’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 		$499K Sell
1,420
-61
-4% -$23K 0.17% 49
2026
Q2 		$559K Buy
1,481
+51
+4% +$20.4K 0.2% 49
2026
Q1 		$443K Buy
1,430
+16
+1% +$5.26K 0.18% 52
2025
Q4 		$489K Sell
1,414
-32
-2% -$11.4K 0.2% 51
2025
Q3 		$477K Sell
1,446
-157
-10% -$48.2K 0.2% 50
2025
Q2 		$442K Sell
1,603
-22
-1% -$4.78K 0.2% 51
2025
Q1 		$272K Sell
1,625
-109
-6% -$23.1K 0.14% 64
2024
Q4 		$402K Buy
1,734
+8
+0.5% +$1.48K 0.2% 55
2024
Q3 		$298K Buy
1,726
+26
+2% +$4.17K 0.15% 65
2024
Q2 		$273K Buy
1,700
+100
+6% +$14K 0.15% 66
2024
Q1 		$212K Sell
1,600
-200
-11% -$24.8K 0.12% 70
2023
Q4 		$201K Buy
+1,800
New +$170K 0.12% 74

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

Shira Ridge Wealth Management's AVGO Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Broadcom (AVGO) stake by 4.1% in Q3 2026, selling an estimated $23K and leaving 1,420 shares worth $499K. The position accounts for 0.17% of the portfolio, ranked #49.

Shira Ridge Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $559K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Shira Ridge Wealth Management held 1,420 shares of Broadcom worth $499K as of Q3 2026.
  • Shira Ridge Wealth Management sold 61 Broadcom shares in Q3 2026, an estimated $23K.
  • Broadcom made up 0.17% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Shira Ridge Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Shira Ridge Wealth Management's Broadcom position peaked at $559K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.