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Toth Financial Advisory’s Broadcom AVGO Stock Holding History

Toth Financial 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 		$12.6M Buy
35,914
+1,871
+5% +$704K 1.26% 22
2026
Q2 		$12.9M Buy
34,043
+1,448
+4% +$581K 1.26% 20
2026
Q1 		$10.1M Buy
32,595
+1
+0% +$329 1.11% 28
2025
Q4 		$11.3M Sell
32,594
-1,643
-5% -$588K 1.23% 23
2025
Q3 		$11.3M Sell
34,237
-1,140
-3% -$350K 1.22% 24
2025
Q2 		$9.75M Buy
35,377
+610
+2% +$132K 1.14% 26
2025
Q1 		$5.82M Buy
34,767
+649
+2% +$137K 0.7% 54
2024
Q4 		$7.91M Buy
34,118
+1,275
+4% +$236K 0.93% 38
2024
Q3 		$5.67M Sell
32,843
-7
-0% -$1.12K 0.67% 52
2024
Q2 		$5.27M Sell
32,850
-730
-2% -$102K 0.67% 54
2024
Q1 		$4.45M Sell
33,580
-380
-1% -$47.1K 0.56% 68
2023
Q4 		$3.79M Buy
33,960
+3,360
+11% +$318K 0.51% 67
2023
Q3 		$2.54M Buy
30,600
+3,170
+12% +$275K 0.39% 75
2023
Q2 		$2.38M Buy
27,430
+9,650
+54% +$688K 0.34% 84
2023
Q1 		$1.14M Buy
17,780
+15,070
+556% +$907K 0.18% 106
2022
Q4 		$152K Hold
2,710
– – 0.02% 205
2022
Q3 		$120K Sell
2,710
-1,470
-35% -$75.1K 0.02% 198
2022
Q2 		$203K Sell
4,180
-14,830
-78% -$832K 0.04% 176
2022
Q1 		$1.2M Buy
19,010
+1,200
+7% +$71.3K 0.18% 105
2021
Q4 		$1.19M Buy
17,810
+9,500
+114% +$534K 0.16% 112
2021
Q3 		$403K Buy
8,310
+5,410
+187% +$263K 0.06% 166
2021
Q2 		$138K Sell
2,900
-9,000
-76% -$417K 0.02% 201
2021
Q1 		$552K Hold
11,900
– – 0.09% 154
2020
Q4 		$521K Buy
11,900
+500
+4% +$19.5K 0.09% 138
2020
Q3 		$415K Buy
11,400
+10,900
+2,180% +$365K 0.08% 141
2020
Q2 		$16K Hold
500
– – ﹤0.01% 304
2020
Q1 		$12K Sell
500
-18,400
-97% -$518K ﹤0.01% 259
2019
Q4 		$597K Buy
18,900
+18,400
+3,680% +$559K 0.12% 114
2019
Q3 		$14K Hold
500
– – ﹤0.01% 292
2019
Q2 		$14K Sell
500
-9,000
-95% -$262K ﹤0.01% 293
2019
Q1 		$286K Buy
+9,500
New +$258K 0.07% 141

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

Toth Financial Advisory's AVGO Position: Q3 2026 in Review

Toth Financial Advisory increased its Broadcom (AVGO) stake by 5.5% in Q3 2026, buying an estimated $704K and bringing the position to 35,914 shares worth $12.6M. The position accounts for 1.26% of the portfolio, ranked #22.

Toth Financial Advisory first reported a position in AVGO in Q1 2019 and has held it in 31 quarters since. The position peaked at $12.9M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Toth Financial Advisory held 35,914 shares of Broadcom worth $12.6M as of Q3 2026.
  • Toth Financial Advisory bought 1,871 Broadcom shares in Q3 2026, an estimated $704K.
  • Broadcom made up 1.26% of Toth Financial Advisory's portfolio in Q3 2026, its #22 holding.
  • Toth Financial Advisory first reported a position in Broadcom in Q1 2019 and has held it in 31 quarters since.
  • Toth Financial Advisory's Broadcom position peaked at $12.9M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.