TSA Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$702K Buy
1,998
+464
+30% +$175K 0.2% 60
2026
Q2
$579K Buy
1,534
+186
+14% +$74.6K 0.16% 65
2026
Q1
$417K Sell
1,348
-368
-21% -$121K 0.13% 67
2025
Q4
$594K Buy
1,716
+553
+48% +$198K 0.2% 56
2025
Q3
$384K Buy
1,163
+11
+1% +$3.38K 0.13% 61
2025
Q2
$318K Buy
+1,152
New +$250K 0.12% 65

Other funds holding AVGO

TSA Wealth Management's AVGO Position: Q3 2026 in Review

TSA Wealth Management increased its Broadcom (AVGO) stake by 30% in Q3 2026, buying an estimated $175K and bringing the position to 1,998 shares worth $702K. The position accounts for 0.2% of the portfolio, ranked #60.

TSA Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • TSA Wealth Management held 1,998 shares of Broadcom worth $702K as of Q3 2026.
  • TSA Wealth Management bought 464 Broadcom shares in Q3 2026, an estimated $175K.
  • Broadcom made up 0.2% of TSA Wealth Management's portfolio in Q3 2026, its #60 holding.
  • TSA Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.