Mosaic Financial Group’s Broadcom AVGO Stock Holding History

Mosaic Financial Group’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	$1.75M	Sell	4,971 -441	-8%	-$166K	1.07%	22
2026 Q2	$2.04M	Sell	5,412 -459	-8%	-$184K	1.31%	16
2026 Q1	$1.82M	Sell	5,871 -170	-3%	-$55.9K	1.29%	18
2025 Q4	$2.09M	Sell	6,041 -824	-12%	-$295K	1.43%	15
2025 Q3	$2.26M	Sell	6,865 -490	-7%	-$150K	1.61%	11
2025 Q2	$2.03M	Sell	7,355 -109	-1%	-$23.7K	1.55%	12
2025 Q1	$1.25M	Sell	7,464 -197	-3%	-$41.7K	1.02%	25
2024 Q4	$1.78M	Sell	7,661 -99	-1%	-$18.3K	1.27%	17
2024 Q3	$1.34M	Buy	7,760 +290	+4%	+$46.5K	0.95%	26
2024 Q2	$1.2M	Sell	7,470 -270	-3%	-$37.8K	0.86%	32
2024 Q1	$1.03M	Buy	+7,740	New	+$959K	0.82%	34

Other funds holding AVGO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Mosaic Financial Group's AVGO Position: Q3 2026 in Review

Mosaic Financial Group reduced its Broadcom (AVGO) stake by 8.1% in Q3 2026, selling an estimated $166K and leaving 4,971 shares worth $1.75M. The position accounts for 1.07% of the portfolio, ranked #22.

Mosaic Financial Group first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.26M in Q3 2025. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Mosaic Financial Group held 4,971 shares of Broadcom worth $1.75M as of Q3 2026.
Mosaic Financial Group sold 441 Broadcom shares in Q3 2026, an estimated $166K.
Broadcom made up 1.07% of Mosaic Financial Group's portfolio in Q3 2026, its #22 holding.
Mosaic Financial Group first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
Mosaic Financial Group's Broadcom position peaked at $2.26M in Q3 2025.
4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Mosaic Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.