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AVGO icon

Formulate Financial’s Broadcom AVGO Stock Holding History

Formulate Financial’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 		$204K Sell
580
-189
-25% -$71.2K 0.21% 25
2026
Q2 		$291K Sell
769
-8
-1% -$3.21K 0.31% 22
2026
Q1 		$241K Sell
777
-147
-16% -$48.4K 0.3% 24
2025
Q4 		$320K Buy
+924
New +$330K 0.38% 21

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

Formulate Financial's AVGO Position: Q3 2026 in Review

Formulate Financial reduced its Broadcom (AVGO) stake by 25% in Q3 2026, selling an estimated $71.2K and leaving 580 shares worth $204K. The position accounts for 0.21% of the portfolio, ranked #25.

Formulate Financial first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $320K in Q4 2025. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Formulate Financial held 580 shares of Broadcom worth $204K as of Q3 2026.
  • Formulate Financial sold 189 Broadcom shares in Q3 2026, an estimated $71.2K.
  • Broadcom made up 0.21% of Formulate Financial's portfolio in Q3 2026, its #25 holding.
  • Formulate Financial first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Formulate Financial's Broadcom position peaked at $320K in Q4 2025.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.