EntreWealth
AVGO icon

EntreWealth’s Broadcom AVGO Stock Holding History

EntreWealth’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 		$424K Buy
1,208
+73
+6% +$27.5K 0.15% 96
2026
Q2 		$477K Buy
1,135
+306
+37% +$123K 0.18% 88
2026
Q1 		$257K Buy
829
+158
+24% +$52K 0.12% 92
2025
Q4 		$223K Buy
+671
New +$240K 0.1% 93

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

EntreWealth's AVGO Position: Q3 2026 in Review

EntreWealth increased its Broadcom (AVGO) stake by 6.4% in Q3 2026, buying an estimated $27.5K and bringing the position to 1,208 shares worth $424K. The position accounts for 0.15% of the portfolio, ranked #96.

EntreWealth first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $477K in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • EntreWealth held 1,208 shares of Broadcom worth $424K as of Q3 2026.
  • EntreWealth bought 73 Broadcom shares in Q3 2026, an estimated $27.5K.
  • Broadcom made up 0.15% of EntreWealth's portfolio in Q3 2026, its #96 holding.
  • EntreWealth first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • EntreWealth's Broadcom position peaked at $477K in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.