Prism Planning Partners
AVGO icon

Prism Planning Partners’s Broadcom AVGO Stock Holding History

Prism Planning Partners’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 		$68.8K Buy
+196
New +$73.8K 0.07% 51
2026
Q2 		– Sell
-101
Closed -$31.2K – 36
2026
Q1 		$31.2K Sell
101
-1,179
-92% -$388K 0.04% 42
2025
Q4 		$443K Buy
+1,280
New +$458K 0.5% 25

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

Prism Planning Partners's AVGO Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Broadcom (AVGO) in Q3 2026: 196 shares worth $68.8K. The stake represents 0.07% of the portfolio and ranks #51 among its holdings. This is a return to the name: Prism Planning Partners previously reported a position in AVGO as recently as Q1 2026.

Prism Planning Partners first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $443K in Q4 2025. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Prism Planning Partners held 196 shares of Broadcom worth $68.8K as of Q3 2026.
  • Broadcom was a new Prism Planning Partners position in Q3 2026.
  • Broadcom made up 0.07% of Prism Planning Partners's portfolio in Q3 2026, its #51 holding.
  • Prism Planning Partners first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's Broadcom position peaked at $443K in Q4 2025.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.