Unique Wealth’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
$1.61M Sell
4,586
-17
-0.4% -$6.4K 0.18% 76
2026
Q2
$1.74M Buy
4,603
+283
+7% +$113K 0.2% 74
2026
Q1
$1.34M Sell
4,320
-2,237
-34% -$736K 0.18% 72
2025
Q4
$2.27M Buy
6,557
+1,866
+40% +$667K 0.32% 63
2025
Q3
$1.55M Buy
4,691
+3,526
+303% +$1.08M 0.23% 74
2025
Q2
$321K Buy
+1,165
New +$253K 0.05% 136

Other funds holding AVGO

Unique Wealth's AVGO Position: Q3 2026 in Review

Unique Wealth reduced its Broadcom (AVGO) stake by 0.37% in Q3 2026, selling an estimated $6.4K and leaving 4,586 shares worth $1.61M. The position accounts for 0.18% of the portfolio, ranked #76.

Unique Wealth first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.27M in Q4 2025. 2,139 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Unique Wealth held 4,586 shares of Broadcom worth $1.61M as of Q3 2026.
  • Unique Wealth sold 17 Broadcom shares in Q3 2026, an estimated $6.4K.
  • Broadcom made up 0.18% of Unique Wealth's portfolio in Q3 2026, its #76 holding.
  • Unique Wealth first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • Unique Wealth's Broadcom position peaked at $2.27M in Q4 2025.
  • 2,139 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.