Facet Wealth Inc
AVGO icon

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
Q3 		$9.5M Buy
27,082
+5,850
+28% +$2.2M 0.12% 51
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 Buy
3,698
+1,584
+75% +$254K 0.02% 80
2024
Q2 		$303K Buy
2,114
+114
+6% +$16K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Facet Wealth Inc's AVGO Position: Q3 2026 in Review

Facet Wealth Inc increased its Broadcom (AVGO) stake by 28% in Q3 2026, buying an estimated $2.2M and bringing the position to 27,082 shares worth $9.5M. The position accounts for 0.12% of the portfolio, ranked #51.

Facet Wealth Inc first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Facet Wealth Inc held 27,082 shares of Broadcom worth $9.5M as of Q3 2026.
  • Facet Wealth Inc bought 5,850 Broadcom shares in Q3 2026, an estimated $2.2M.
  • Broadcom made up 0.12% of Facet Wealth Inc's portfolio in Q3 2026, its #51 holding.
  • Facet Wealth Inc first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.