Accretive Wealth Partners
AVGO icon

Accretive Wealth Partners’s Broadcom AVGO Stock Holding History

Accretive Wealth Partners’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 		$285K Hold
812
– – 0.06% 142
2026
Q2 		$307K Hold
812
– – 0.07% 142
2026
Q1 		$251K Sell
812
-149
-16% -$49K 0.07% 157
2025
Q4 		$333K Buy
961
+30
+3% +$10.7K 0.1% 121
2025
Q3 		$307K Buy
931
+16
+2% +$4.91K 0.09% 124
2025
Q2 		$252K Buy
+915
New +$199K 0.08% 132

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Accretive Wealth Partners's AVGO Position: Q3 2026 in Review

Accretive Wealth Partners held its Broadcom (AVGO) position steady in Q3 2026 at 812 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #142.

Accretive Wealth Partners first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $333K in Q4 2025. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Accretive Wealth Partners held 812 shares of Broadcom worth $285K as of Q3 2026.
  • Accretive Wealth Partners left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.06% of Accretive Wealth Partners's portfolio in Q3 2026, its #142 holding.
  • Accretive Wealth Partners first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • Accretive Wealth Partners's Broadcom position peaked at $333K in Q4 2025.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.