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YHB Investment Advisors’s Broadcom AVGO Stock Holding History

YHB Investment 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 		$7.21M Buy
20,538
+1,287
+7% +$485K 0.45% 58
2026
Q2 		$7.27M Buy
19,251
+1,288
+7% +$516K 0.47% 58
2026
Q1 		$5.56M Buy
17,963
+563
+3% +$185K 0.4% 71
2025
Q4 		$6.02M Sell
17,400
-1,158
-6% -$414K 0.42% 64
2025
Q3 		$6.12M Sell
18,558
-219
-1% -$67.2K 0.45% 61
2025
Q2 		$5.18M Buy
18,777
+451
+2% +$97.9K 0.4% 68
2025
Q1 		$3.05M Buy
18,326
+912
+5% +$193K 0.25% 89
2024
Q4 		$4.04M Buy
17,414
+6,477
+59% +$1.2M 0.33% 78
2024
Q3 		$1.89M Buy
10,937
+1,577
+17% +$253K 0.16% 126
2024
Q2 		$1.5M Buy
9,360
+30
+0.3% +$4.2K 0.13% 136
2024
Q1 		$1.24M Buy
9,330
+700
+8% +$86.7K 0.11% 141
2023
Q4 		$963K Buy
8,630
+440
+5% +$41.7K 0.09% 143
2023
Q3 		$680K Buy
8,190
+630
+8% +$54.6K 0.06% 163
2023
Q2 		$656K Buy
7,560
+1,750
+30% +$125K 0.06% 167
2023
Q1 		$373K Buy
5,810
+50
+0.9% +$3.01K 0.04% 213
2022
Q4 		$322K Buy
5,760
+530
+10% +$26.6K 0.03% 215
2022
Q3 		$232K Hold
5,230
– – 0.03% 253
2022
Q2 		$254K Hold
5,230
– – 0.03% 243
2022
Q1 		$329K Buy
5,230
+20
+0.4% +$1.19K 0.03% 230
2021
Q4 		$347K Hold
5,210
– – 0.03% 242
2021
Q3 		$253K Hold
5,210
– – 0.02% 269
2021
Q2 		$248K Hold
5,210
– – 0.02% 272
2021
Q1 		$249K Hold
5,210
– – 0.02% 266
2020
Q4 		$228K Buy
+5,210
New +$203K 0.02% 264

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

YHB Investment Advisors's AVGO Position: Q3 2026 in Review

YHB Investment Advisors increased its Broadcom (AVGO) stake by 6.7% in Q3 2026, buying an estimated $485K and bringing the position to 20,538 shares worth $7.21M. The position accounts for 0.45% of the portfolio, ranked #58.

YHB Investment Advisors first reported a position in AVGO in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.27M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • YHB Investment Advisors held 20,538 shares of Broadcom worth $7.21M as of Q3 2026.
  • YHB Investment Advisors bought 1,287 Broadcom shares in Q3 2026, an estimated $485K.
  • Broadcom made up 0.45% of YHB Investment Advisors's portfolio in Q3 2026, its #58 holding.
  • YHB Investment Advisors first reported a position in Broadcom in Q4 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's Broadcom position peaked at $7.27M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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