Paulson Wealth Management
AVGO icon

Paulson Wealth Management’s Broadcom AVGO Stock Holding History

Paulson 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 		$1.63M Sell
4,638
-67
-1% -$25.2K 0.34% 33
2026
Q2 		$1.78M Buy
4,705
+62
+1% +$24.9K 0.38% 30
2026
Q1 		$1.44M Sell
4,643
-281
-6% -$92.5K 0.34% 32
2025
Q4 		$1.7M Sell
4,924
-345
-7% -$123K 0.39% 30
2025
Q3 		$1.74M Sell
5,269
-1,109
-17% -$340K 0.41% 30
2025
Q2 		$1.76M Buy
6,378
+539
+9% +$117K 0.46% 26
2025
Q1 		$978K Sell
5,839
-779
-12% -$165K 0.28% 41
2024
Q4 		$1.53M Sell
6,618
-1,616
-20% -$299K 0.42% 30
2024
Q3 		$1.42M Buy
8,234
+84
+1% +$13.5K 0.38% 34
2024
Q2 		$1.31M Sell
8,150
-170
-2% -$23.8K 0.38% 37
2024
Q1 		$1.1M Sell
8,320
-200
-2% -$24.8K 0.32% 40
2023
Q4 		$951K Sell
8,520
-90
-1% -$8.52K 0.3% 45
2023
Q3 		$715K Sell
8,610
-180
-2% -$15.6K 0.25% 53
2023
Q2 		$762K Buy
8,790
+2,500
+40% +$178K 0.26% 51
2023
Q1 		$404K Buy
6,290
+130
+2% +$7.82K 0.18% 53
2022
Q4 		$344K Buy
6,160
+870
+16% +$43.6K 0.17% 54
2022
Q3 		$235K Buy
+5,290
New +$270K 0.13% 69
2018
Q1 		– Sell
-240
Closed -$6K – 141
2017
Q4 		$6K Buy
+240
New +$6.24K 0.01% 414

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Paulson Wealth Management reduced its Broadcom (AVGO) stake by 1.4% in Q3 2026, selling an estimated $25.2K and leaving 4,638 shares worth $1.63M. The position accounts for 0.34% of the portfolio, ranked #33.

Paulson Wealth Management first reported a position in AVGO in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.78M in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Paulson Wealth Management held 4,638 shares of Broadcom worth $1.63M as of Q3 2026.
  • Paulson Wealth Management sold 67 Broadcom shares in Q3 2026, an estimated $25.2K.
  • Broadcom made up 0.34% of Paulson Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Paulson Wealth Management first reported a position in Broadcom in Q4 2017 and has held it in 18 quarters since.
  • Paulson Wealth Management's Broadcom position peaked at $1.78M in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.