J. Team Financial
AVGO icon

J. Team Financial’s Broadcom AVGO Stock Holding History

J. Team 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 		– Sell
-531
Closed -$201K – 99
2026
Q2 		$201K Buy
+531
New +$213K 0.2% 101
2026
Q1 		– Sell
-734
Closed -$254K – 86
2025
Q4 		$254K Sell
734
-182
-20% -$65.1K 0.25% 78
2025
Q3 		$302K Buy
+916
New +$281K 0.31% 67

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

J. Team Financial's AVGO Position: Q3 2026 in Review

J. Team Financial sold out of Broadcom (AVGO) in Q3 2026, closing a stake of 531 shares — an estimated $201K sold.

J. Team Financial first reported a position in AVGO in Q3 2025 and held it in 3 quarters. The position peaked at $302K in Q3 2025. 3,483 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • J. Team Financial reported no remaining Broadcom position as of Q3 2026 after selling out during the quarter.
  • J. Team Financial sold 531 Broadcom shares in Q3 2026, an estimated $201K.
  • J. Team Financial first reported a position in Broadcom in Q3 2025 and held it in 3 quarters.
  • J. Team Financial's Broadcom position peaked at $302K in Q3 2025.
  • 3,483 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.