Brickley Wealth Management
AVGO icon

Brickley Wealth Management’s Broadcom AVGO Stock Holding History

Brickley Wealth 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 		$560K Buy
1,594
+269
+20% +$101K 0.08% 42
2026
Q2 		$501K Buy
1,325
+6
+0.5% +$2.41K 0.07% 47
2026
Q1 		$408K Buy
1,319
+5
+0.4% +$1.64K 0.07% 45
2025
Q4 		$455K Hold
1,314
– – 0.08% 42
2025
Q3 		$434K Buy
1,314
+328
+33% +$101K 0.08% 37
2025
Q2 		$272K Buy
+986
New +$214K 0.05% 42

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Brickley Wealth Management's AVGO Position: Q3 2026 in Review

Brickley Wealth Management increased its Broadcom (AVGO) stake by 20% in Q3 2026, buying an estimated $101K and bringing the position to 1,594 shares worth $560K. The position accounts for 0.08% of the portfolio, ranked #42.

Brickley Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. 3,156 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Brickley Wealth Management held 1,594 shares of Broadcom worth $560K as of Q3 2026.
  • Brickley Wealth Management bought 269 Broadcom shares in Q3 2026, an estimated $101K.
  • Broadcom made up 0.08% of Brickley Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Brickley Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • 3,156 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Brickley Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.