TWG
AVGO icon

The Wealth Group’s Broadcom AVGO Stock Holding History

The Wealth Group’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 		$857K Buy
2,412
+46
+2% +$17.3K 0.16% 45
2026
Q2 		$894K Hold
2,366
– – 0.17% 44
2026
Q1 		$732K Hold
2,366
– – 0.17% 44
2025
Q4 		$819K Buy
2,366
+581
+33% +$208K 0.18% 41
2025
Q3 		$589K Buy
1,785
+25
+1% +$7.67K 0.14% 50
2025
Q2 		$485K Hold
1,760
– – 0.12% 51
2025
Q1 		$295K Hold
1,760
– – 0.09% 50
2024
Q4 		$408K Hold
1,760
– – 0.12% 39
2024
Q3 		$304K Hold
1,760
– – 0.09% 49
2024
Q2 		$283K Buy
1,760
+100
+6% +$14K 0.09% 48
2024
Q1 		$221K Hold
1,660
– – 0.07% 53
2023
Q4 		$203K Buy
+1,660
New +$157K 0.07% 58

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

The Wealth Group's AVGO Position: Q3 2026 in Review

The Wealth Group increased its Broadcom (AVGO) stake by 1.9% in Q3 2026, buying an estimated $17.3K and bringing the position to 2,412 shares worth $857K. The position accounts for 0.16% of the portfolio, ranked #45.

The Wealth Group first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $894K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • The Wealth Group held 2,412 shares of Broadcom worth $857K as of Q3 2026.
  • The Wealth Group bought 46 Broadcom shares in Q3 2026, an estimated $17.3K.
  • Broadcom made up 0.16% of The Wealth Group's portfolio in Q3 2026, its #45 holding.
  • The Wealth Group first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's Broadcom position peaked at $894K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.