DFP
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Defined Financial Planning’s Broadcom AVGO Stock Holding History

Defined 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 		$1.13M Sell
3,261
-217
-6% -$66.6K 0.93% 23
2025
Q2 		$977K Sell
3,478
-173
-5% -$37.6K 0.87% 24
2025
Q1 		$615K Buy
3,651
+991
+37% +$210K 0.62% 29
2024
Q4 		$617K Buy
+2,660
New +$492K 0.66% 28

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

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

Defined Financial Planning reduced its Broadcom (AVGO) stake by 6.2% in Q3 2025, selling an estimated $66.6K and leaving 3,261 shares worth $1.13M. The position accounts for 0.93% of the portfolio, ranked #23.

Defined Financial Planning first reported a position in AVGO in Q4 2024 and has held it in 4 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Defined Financial Planning held 3,261 shares of Broadcom worth $1.13M as of Q3 2025.
  • Defined Financial Planning sold 217 Broadcom shares in Q3 2025, an estimated $66.6K.
  • Broadcom made up 0.93% of Defined Financial Planning's portfolio in Q3 2025, its #23 holding.
  • Defined Financial Planning first reported a position in Broadcom in Q4 2024 and has held it in 4 quarters since.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.