Falcon Wealth Planning
AVGO icon

Falcon Wealth Planning’s Broadcom AVGO Stock Holding History

Falcon Wealth 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
2026
Q3 		$2.65M Buy
7,539
+1,794
+31% +$675K 0.16% 57
2026
Q2 		$2.17M Sell
5,745
-264
-4% -$106K 0.14% 59
2026
Q1 		$1.86M Buy
6,009
+930
+18% +$306K 0.13% 58
2025
Q4 		$1.76M Buy
5,079
+933
+23% +$334K 0.15% 54
2025
Q3 		$1.37M Buy
4,146
+358
+9% +$110K 0.12% 64
2025
Q2 		$1.04M Buy
3,788
+534
+16% +$116K 0.11% 69
2025
Q1 		$545K Buy
3,254
+411
+14% +$87K 0.06% 97
2024
Q4 		$659K Buy
2,843
+11
+0.4% +$2.04K 0.07% 81
2024
Q3 		$489K Buy
2,832
+122
+5% +$19.6K 0.06% 89
2024
Q2 		$435K Buy
2,710
+210
+8% +$29.4K 0.06% 83
2024
Q1 		$331K Buy
2,500
+250
+11% +$31K 0.05% 105
2023
Q4 		$251K Buy
+2,250
New +$213K 0.04% 112

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

Falcon Wealth Planning's AVGO Position: Q3 2026 in Review

Falcon Wealth Planning increased its Broadcom (AVGO) stake by 31% in Q3 2026, buying an estimated $675K and bringing the position to 7,539 shares worth $2.65M. The position accounts for 0.16% of the portfolio, ranked #57.

Falcon Wealth Planning 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.

  • Falcon Wealth Planning held 7,539 shares of Broadcom worth $2.65M as of Q3 2026.
  • Falcon Wealth Planning bought 1,794 Broadcom shares in Q3 2026, an estimated $675K.
  • Broadcom made up 0.16% of Falcon Wealth Planning's portfolio in Q3 2026, its #57 holding.
  • Falcon Wealth Planning 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 Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.