Fiduciary Wealth Partners
AVGO icon

Fiduciary Wealth Partners’s Broadcom AVGO Stock Holding History

Fiduciary Wealth Partners’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 		$327K Hold
931
– – 0.16% 39
2026
Q2 		$352K Buy
931
+68
+8% +$27.3K 0.19% 42
2026
Q1 		$267K Sell
863
-843
-49% -$277K 0.17% 45
2025
Q4 		$591K Sell
1,706
-14
-0.8% -$5.01K 0.24% 36
2025
Q3 		$568K Buy
1,720
+32
+2% +$9.8K 0.24% 39
2025
Q2 		$465K Buy
1,688
+539
+47% +$117K 0.44% 29
2025
Q1 		$192K Buy
+1,149
New +$243K 0.17% 44

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fiduciary Wealth Partners's AVGO Position: Q3 2026 in Review

Fiduciary Wealth Partners held its Broadcom (AVGO) position steady in Q3 2026 at 931 shares worth $327K. The position accounts for 0.16% of the portfolio, ranked #39.

Fiduciary Wealth Partners first reported a position in AVGO in Q1 2025 and has held it in 7 quarters since. The position peaked at $591K in Q4 2025. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Fiduciary Wealth Partners held 931 shares of Broadcom worth $327K as of Q3 2026.
  • Fiduciary Wealth Partners left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.16% of Fiduciary Wealth Partners's portfolio in Q3 2026, its #39 holding.
  • Fiduciary Wealth Partners first reported a position in Broadcom in Q1 2025 and has held it in 7 quarters since.
  • Fiduciary Wealth Partners's Broadcom position peaked at $591K in Q4 2025.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.