Facet Wealth Inc’s Broadcom AVGO Stock Holding History

Facet Wealth Inc’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 Q2	$8.02M	Buy	21,232 +5,983	+39%	+$2.4M	0.11%	51
2026 Q1	$4.72M	Buy	15,249 +1,296	+9%	+$426K	0.08%	58
2025 Q4	$4.65M	Buy	13,953 +6,667	+92%	+$2.38M	0.08%	58
2025 Q3	$2.4M	Buy	7,286 +1,360	+23%	+$417K	0.05%	58
2025 Q2	$1.74M	Buy	5,926 +2,123	+56%	+$461K	0.04%	62
2025 Q1	$763K	Buy	3,803 +224	+6%	+$47.4K	0.02%	74
2024 Q4	$805K	Sell	3,579 -119	-3%	-$22K	0.02%	72
2024 Q3	$625K	Sell	3,698 -17,442	-83%	-$2.8M	0.02%	80
2024 Q2	$303K	Buy	21,140 +19,140	+957%	+$2.68M	0.01%	104
2024 Q1	$262K	Buy	2,000 +330	+20%	+$40.9K	0.01%	101
2023 Q4	$204K	Buy	+1,670	New	+$158K	0.01%	109

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Facet Wealth Inc's AVGO Position: Q2 2026 in Review

Facet Wealth Inc increased its Broadcom (AVGO) stake by 39% in Q2 2026, buying an estimated $2.4M and bringing the position to 21,232 shares worth $8.02M. The position accounts for 0.11% of the portfolio, ranked #51.

Facet Wealth Inc first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,248 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Facet Wealth Inc held 21,232 shares of Broadcom worth $8.02M as of Q2 2026.
Facet Wealth Inc bought 5,983 Broadcom shares in Q2 2026, an estimated $2.4M.
Broadcom made up 0.11% of Facet Wealth Inc's portfolio in Q2 2026, its #51 holding.
Facet Wealth Inc first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
2,248 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.