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Core Wealth Partners LLC → AVGO

Core Wealth Partners LLC AVGO Position History

Broadcom Inc.

Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.5M
Q4 2025$3.7M
Q1 2026$3.2M
Q2 2026$3.3M
Q3 2026$2.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.9M8.3K——
Q2 2026$3.3M8.7K——
Q1 2026$3.2M10.4K——
Q4 2025$3.7M10.6K——
Q3 2025$3.5M10.5K——

Other funds holding AVGO

Other Core Wealth Partners LLC positions

ROK

ROCKWELL AUTOMATION INC

$20.7M
AAPL

APPLE INC

$20.6M
ROK

ROCKWELL AUTOMATION INC

$18.2M
AAPL

APPLE INC

$17.7M
AAPL

APPLE INC

$17.4M
AAPL

APPLE INC

$16.5M
ROK

ROCKWELL AUTOMATION INC

$16.2M
AAPL

APPLE INC

$16M
Core Wealth Partners LLC AVGO Holdings: 13F Position History | Track13F