Valeo Financial Advisors’s Broadcom AVGO Stock Holding History

Valeo Financial Advisors’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	$259	Sell	100 -100	-50%	-$37.6K	﹤0.01%	861
2026 Q2	$698	Sell	200 -500	-71%	-$200K	﹤0.01%	837
2026 Q1	$216K	Buy	+700	New	+$230K	0.01%	665
2025 Q4	–	Sell	-1,100	Closed	-$363K	–	845
2025 Q3	$363K	Buy	+1,100	New	+$337K	0.01%	545
2024 Q3	–	Sell	-2,000	Closed	-$321	–	708
2024 Q2	$321	Buy	+2,000	New	+$280K	﹤0.01%	664
2019 Q1	–	Sell	-2,000	Closed	-$51K	–	1541
2018 Q4	$51K	Hold	2,000	–	–	0.01%	508
2018 Q3	$45K	Hold	2,000	–	–	0.01%	566
2018 Q2	$42K	Buy	+2,000	New	+$49K	0.01%	569

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Valeo Financial Advisors's AVGO Position: Q3 2026 in Review

Valeo Financial Advisors increased its Broadcom (AVGO) stake by 7.8% in Q3 2026, buying an estimated $1.66M and bringing the position to 61,022 shares worth $21.4M. The position accounts for 0.45% of the portfolio, ranked #33.

Valeo Financial Advisors first reported a position in AVGO in Q3 2017 and has held it in 36 quarters since. The position peaked at $23.6M in Q4 2025. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Valeo Financial Advisors held 61,022 shares of Broadcom worth $21.4M as of Q3 2026.
Valeo Financial Advisors bought 4,408 Broadcom shares in Q3 2026, an estimated $1.66M.
Broadcom made up 0.45% of Valeo Financial Advisors's portfolio in Q3 2026, its #33 holding.
Valeo Financial Advisors first reported a position in Broadcom in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Broadcom position peaked at $23.6M in Q4 2025.
268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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