SWGLO
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Summit Wealth Group, LLC/OK’s Broadcom AVGO Stock Holding History

Summit Wealth Group, LLC/OK’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 		$355K Hold
1,011
– – 0.6% 37
2026
Q2 		$382K Hold
1,011
– – 0.5% 38
2026
Q1 		$313K Sell
1,011
-264
-21% -$86.9K 0.44% 41
2025
Q4 		$441K Buy
+1,275
New +$456K 0.46% 41

Other funds holding AVGO

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
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

Summit Wealth Group, LLC/OK's AVGO Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK held its Broadcom (AVGO) position steady in Q3 2026 at 1,011 shares worth $355K. The position accounts for 0.6% of the portfolio, ranked #37.

Summit Wealth Group, LLC/OK first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $441K in Q4 2025. 3,179 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 1,011 shares of Broadcom worth $355K as of Q3 2026.
  • Summit Wealth Group, LLC/OK left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.6% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #37 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Broadcom position peaked at $441K in Q4 2025.
  • 3,179 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.