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Sincerus Advisory’s Broadcom AVGO Stock Holding History

Sincerus Advisory’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 		$305K Buy
869
+104
+14% +$39.2K 0.2% 67
2026
Q2 		$289K Buy
765
+43
+6% +$17.2K 0.2% 65
2026
Q1 		$223K Buy
722
+52
+8% +$17.1K 0.17% 72
2025
Q4 		$232K Sell
670
-2
-0.3% -$715 0.19% 65
2025
Q3 		$222K Buy
+672
New +$206K 0.19% 64

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

Sincerus Advisory's AVGO Position: Q3 2026 in Review

Sincerus Advisory increased its Broadcom (AVGO) stake by 14% in Q3 2026, buying an estimated $39.2K and bringing the position to 869 shares worth $305K. The position accounts for 0.2% of the portfolio, ranked #67.

Sincerus Advisory first reported a position in AVGO in Q3 2025 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sincerus Advisory held 869 shares of Broadcom worth $305K as of Q3 2026.
  • Sincerus Advisory bought 104 Broadcom shares in Q3 2026, an estimated $39.2K.
  • Broadcom made up 0.2% of Sincerus Advisory's portfolio in Q3 2026, its #67 holding.
  • Sincerus Advisory first reported a position in Broadcom in Q3 2025 and has held it in 5 quarters since.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.