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Briaud Financial Planning’s Broadcom AVGO Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-100
Closed -$27K – 50
2025
Q2 		$27K Hold
100
– – 0.01% 139
2025
Q1 		$16K Hold
100
– – 0.01% 137
2024
Q4 		$23K Buy
+100
New +$18.5K 0.01% 113

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Briaud Financial Planning's AVGO Position: Q3 2025 in Review

Briaud Financial Planning sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 100 shares — an estimated $27K sold.

Briaud Financial Planning first reported a position in AVGO in Q4 2024 and held it in 3 quarters. The position peaked at $27K in Q2 2025. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Briaud Financial Planning reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 100 Broadcom shares in Q3 2025, an estimated $27K.
  • Briaud Financial Planning first reported a position in Broadcom in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Broadcom position peaked at $27K in Q2 2025.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.