Mindset Wealth Management’s Broadcom AVGO Stock Holding History

Mindset 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	$4.62M	Buy	13,156 +731	+6%	+$275K	0.82%	9
2026 Q2	$4.69M	Buy	12,425 +1,002	+9%	+$402K	0.9%	12
2026 Q1	$3.54M	Sell	11,423 -4	-0%	-$1.32K	0.95%	7
2025 Q4	$3.95M	Buy	11,427 +128	+1%	+$45.8K	1.04%	6
2025 Q3	$3.73M	Sell	11,299 -2	-0%	-$614	1.02%	6
2025 Q2	$3.12M	Buy	11,301 +145	+1%	+$31.5K	1.02%	6
2025 Q1	$1.87M	Buy	11,156 +184	+2%	+$38.9K	0.73%	11
2024 Q4	$2.54M	Buy	10,972 +374	+4%	+$69.2K	0.93%	8
2024 Q3	$1.83M	Buy	+10,598	New	+$1.7M	0.76%	8

Other funds holding AVGO

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Mindset Wealth Management increased its Broadcom (AVGO) stake by 5.9% in Q3 2026, buying an estimated $275K and bringing the position to 13,156 shares worth $4.62M. The position accounts for 0.82% of the portfolio, ranked #9.

Mindset Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.69M in Q2 2026. 995 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Mindset Wealth Management held 13,156 shares of Broadcom worth $4.62M as of Q3 2026.
Mindset Wealth Management bought 731 Broadcom shares in Q3 2026, an estimated $275K.
Broadcom made up 0.82% of Mindset Wealth Management's portfolio in Q3 2026, its #9 holding.
Mindset Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Broadcom position peaked at $4.69M in Q2 2026.
995 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.