Provident Wealth Management
AVGO icon

Provident Wealth Management’s Broadcom AVGO Stock Holding History

Provident 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 		– Sell
-612
Closed -$231K – 128
2026
Q2 		$231K Buy
+612
New +$245K 0.06% 87
2026
Q1 		– Sell
-584
Closed -$202K – 136
2025
Q4 		$202K Buy
+584
New +$209K 0.06% 86
2020
Q4 		– Sell
-760
Closed -$28K – 74
2020
Q3 		$28K Buy
+760
New +$25.5K 0.03% 117

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Provident Wealth Management sold out of Broadcom (AVGO) in Q3 2026, closing a stake of 612 shares — an estimated $231K sold.

Provident Wealth Management first reported a position in AVGO in Q3 2020 and held it in 3 quarters. The position peaked at $231K in Q2 2026. 3,172 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Provident Wealth Management reported no remaining Broadcom position as of Q3 2026 after selling out during the quarter.
  • Provident Wealth Management sold 612 Broadcom shares in Q3 2026, an estimated $231K.
  • Provident Wealth Management first reported a position in Broadcom in Q3 2020 and held it in 3 quarters.
  • Provident Wealth Management's Broadcom position peaked at $231K in Q2 2026.
  • 3,172 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.