Carter Financial Group
AVGO icon

Carter Financial Group’s Broadcom AVGO Stock Holding History

Carter Financial Group’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 		$500K Sell
1,424
-412
-22% -$155K 0.25% 66
2026
Q2 		$694K Sell
1,836
-317
-15% -$127K 0.36% 57
2026
Q1 		$666K Sell
2,153
-313
-13% -$103K 0.41% 49
2025
Q4 		$854K Sell
2,466
-85
-3% -$30.4K 0.51% 40
2025
Q3 		$842K Buy
2,551
+1,315
+106% +$403K 0.51% 41
2025
Q2 		$341K Buy
+1,236
New +$268K 0.22% 71

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Carter Financial Group's AVGO Position: Q3 2026 in Review

Carter Financial Group reduced its Broadcom (AVGO) stake by 22% in Q3 2026, selling an estimated $155K and leaving 1,424 shares worth $500K. The position accounts for 0.25% of the portfolio, ranked #66.

Carter Financial Group first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $854K in Q4 2025. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Carter Financial Group held 1,424 shares of Broadcom worth $500K as of Q3 2026.
  • Carter Financial Group sold 412 Broadcom shares in Q3 2026, an estimated $155K.
  • Broadcom made up 0.25% of Carter Financial Group's portfolio in Q3 2026, its #66 holding.
  • Carter Financial Group first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's Broadcom position peaked at $854K in Q4 2025.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.