Mosley Wealth Management
AVGO icon

Mosley Wealth Management’s Broadcom AVGO Stock Holding History

Mosley 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 		$1.08M Buy
3,137
+59
+2% +$22.2K 0.31% 60
2026
Q2 		$1.16M Buy
3,078
+1,615
+110% +$648K 0.37% 49
2026
Q1 		$483K Sell
1,463
-372
-20% -$122K 0.22% 97
2025
Q4 		$634K Buy
+1,835
New +$656K 0.29% 76
2024
Q4 		$254K Buy
1,233
+15
+1% +$2.77K 0.16% 103
2024
Q3 		$219K Buy
+1,218
New +$195K 0.15% 109

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

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

Mosley Wealth Management increased its Broadcom (AVGO) stake by 1.9% in Q3 2026, buying an estimated $22.2K and bringing the position to 3,137 shares worth $1.08M. The position accounts for 0.31% of the portfolio, ranked #60.

Mosley Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q2 2026. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Mosley Wealth Management held 3,137 shares of Broadcom worth $1.08M as of Q3 2026.
  • Mosley Wealth Management bought 59 Broadcom shares in Q3 2026, an estimated $22.2K.
  • Broadcom made up 0.31% of Mosley Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Mosley Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 6 quarters since.
  • Mosley Wealth Management's Broadcom position peaked at $1.16M in Q2 2026.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.