Finer Wealth Management’s Broadcom AVGO Stock Holding History

Finer Wealth Management’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	$1.28M	Buy	3,650 +7	+0.2%	+$2.64K	0.51%	42
2026 Q2	$1.38M	Sell	3,643 -462	-11%	-$185K	0.62%	36
2026 Q1	$1.27M	Buy	4,105 +32	+0.8%	+$10.5K	0.64%	37
2025 Q4	$1.41M	Buy	4,073 +350	+9%	+$125K	0.68%	35
2025 Q3	$1.23M	Buy	3,723 +1	+0%	+$307	0.61%	37
2025 Q2	$1.03M	Buy	3,722 +69	+2%	+$15K	0.55%	39
2025 Q1	$612K	Hold	3,653	–	–	0.37%	54
2024 Q4	$847K	Buy	3,653 +3	+0.1%	+$555	0.49%	42
2024 Q3	$630K	Sell	3,650 -30	-0.8%	-$4.81K	0.39%	50
2024 Q2	$591K	Hold	3,680	–	–	0.38%	48
2024 Q1	$488K	Hold	3,680	–	–	0.32%	54
2023 Q4	$411K	Hold	3,680	–	–	0.31%	57
2023 Q3	$306K	Hold	3,680	–	–	0.24%	64
2023 Q2	$319K	Hold	3,680	–	–	0.25%	64
2023 Q1	$236K	Sell	3,680 -600	-14%	-$36.1K	0.2%	76
2022 Q4	$239K	Buy	+4,280	New	+$215K	0.22%	75

Other funds holding AVGO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Finer Wealth Management's AVGO Position: Q3 2026 in Review

Finer Wealth Management increased its Broadcom (AVGO) stake by 0.19% in Q3 2026, buying an estimated $2.64K and bringing the position to 3,650 shares worth $1.28M. The position accounts for 0.51% of the portfolio, ranked #42.

Finer Wealth Management first reported a position in AVGO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q4 2025. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Finer Wealth Management held 3,650 shares of Broadcom worth $1.28M as of Q3 2026.
Finer Wealth Management bought 7 Broadcom shares in Q3 2026, an estimated $2.64K.
Broadcom made up 0.51% of Finer Wealth Management's portfolio in Q3 2026, its #42 holding.
Finer Wealth Management first reported a position in Broadcom in Q4 2022 and has held it in 16 quarters since.
Finer Wealth Management's Broadcom position peaked at $1.41M in Q4 2025.
2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.