Compass Financial Management
AVGO icon

Compass Financial Management’s Broadcom AVGO Stock Holding History

Compass Financial 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 		$6.47M Sell
18,415
-312
-2% -$117K 0.7% 27
2026
Q2 		$7.59M Buy
+18,727
New +$7.51M 0.92% 21

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Compass Financial Management's AVGO Position: Q3 2026 in Review

Compass Financial Management reduced its Broadcom (AVGO) stake by 1.7% in Q3 2026, selling an estimated $117K and leaving 18,415 shares worth $6.47M. The position accounts for 0.7% of the portfolio, ranked #27.

Compass Financial Management first reported a position in AVGO in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.59M in Q2 2026. 3,866 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Compass Financial Management held 18,415 shares of Broadcom worth $6.47M as of Q3 2026.
  • Compass Financial Management sold 312 Broadcom shares in Q3 2026, an estimated $117K.
  • Broadcom made up 0.7% of Compass Financial Management's portfolio in Q3 2026, its #27 holding.
  • Compass Financial Management first reported a position in Broadcom in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Broadcom position peaked at $7.59M in Q2 2026.
  • 3,866 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.