WAM
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Worth Asset Management’s Broadcom AVGO Stock Holding History

Worth Asset Management’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 		$1.8M Sell
5,123
-1,235
-19% -$465K 0.52% 46
2026
Q2 		$2.4M Buy
6,358
+3,806
+149% +$1.53M 0.77% 22
2026
Q1 		$790K Sell
2,552
-3,678
-59% -$1.21M 0.29% 79
2025
Q4 		$2.16M Buy
6,230
+3,479
+126% +$1.24M 0.91% 26
2025
Q3 		$908K Sell
2,751
-3,743
-58% -$1.15M 0.41% 46
2025
Q2 		$1.79M Sell
6,494
-7,421
-53% -$1.61M 0.88% 25
2025
Q1 		$2.33M Buy
13,915
+11,616
+505% +$2.46M 1.27% 17
2024
Q4 		$533K Sell
2,299
-14,795
-87% -$2.74M 0.28% 67
2024
Q3 		$2.95M Buy
17,094
+14,974
+706% +$2.4M 1.6% 14
2024
Q2 		$340K Sell
2,120
-18,490
-90% -$2.59M 0.2% 81
2024
Q1 		$2.73M Buy
+20,610
New +$2.55M 1.68% 10
2023
Q3 		– Sell
-1,020
Closed -$88.5K – 117
2023
Q2 		$88.5K Buy
1,020
+900
+750% +$64.2K 0.07% 149
2023
Q1 		$7.7K Hold
120
– – 0.01% 342
2022
Q4 		$6.71K Hold
120
– – ﹤0.01% 337
2022
Q3 		$5K Hold
120
– – ﹤0.01% 345
2022
Q2 		$6K Sell
120
-930
-89% -$52.2K ﹤0.01% 387
2022
Q1 		$60K Buy
+1,050
New +$62.4K 0.04% 186

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

Worth Asset Management's AVGO Position: Q3 2026 in Review

Worth Asset Management reduced its Broadcom (AVGO) stake by 19% in Q3 2026, selling an estimated $465K and leaving 5,123 shares worth $1.8M. The position accounts for 0.52% of the portfolio, ranked #46.

Worth Asset Management first reported a position in AVGO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.95M in Q3 2024. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Worth Asset Management held 5,123 shares of Broadcom worth $1.8M as of Q3 2026.
  • Worth Asset Management sold 1,235 Broadcom shares in Q3 2026, an estimated $465K.
  • Broadcom made up 0.52% of Worth Asset Management's portfolio in Q3 2026, its #46 holding.
  • Worth Asset Management first reported a position in Broadcom in Q1 2022 and has held it in 17 quarters since.
  • Worth Asset Management's Broadcom position peaked at $2.95M in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.