JDH Wealth Management
AVGO icon

JDH Wealth Management’s Broadcom AVGO Stock Holding History

JDH 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 		$361K Buy
1,029
+40
+4% +$15.1K 0.22% 42
2026
Q2 		$374K Sell
989
-86
-8% -$34.5K 0.23% 41
2026
Q1 		$333K Buy
1,075
+265
+33% +$87.2K 0.22% 41
2025
Q4 		$280K Hold
810
– – 0.19% 43
2025
Q3 		$267K Hold
810
– – 0.19% 45
2025
Q2 		$223K Buy
+810
New +$176K 0.17% 45

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

JDH Wealth Management increased its Broadcom (AVGO) stake by 4% in Q3 2026, buying an estimated $15.1K and bringing the position to 1,029 shares worth $361K. The position accounts for 0.22% of the portfolio, ranked #42.

JDH Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $374K in Q2 2026. 3,155 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • JDH Wealth Management held 1,029 shares of Broadcom worth $361K as of Q3 2026.
  • JDH Wealth Management bought 40 Broadcom shares in Q3 2026, an estimated $15.1K.
  • Broadcom made up 0.22% of JDH Wealth Management's portfolio in Q3 2026, its #42 holding.
  • JDH Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • JDH Wealth Management's Broadcom position peaked at $374K in Q2 2026.
  • 3,155 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.