Refined Wealth Management
AVGO icon

Refined Wealth Management’s Broadcom AVGO Stock Holding History

Refined 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 		$204K Hold
581
– – 0.11% 43
2026
Q2 		$219K Buy
+581
New +$233K 0.13% 44
2026
Q1 		– Sell
-581
Closed -$201K – 51
2025
Q4 		$201K Buy
+581
New +$208K 0.14% 39

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

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

Refined Wealth Management held its Broadcom (AVGO) position steady in Q3 2026 at 581 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #43.

Refined Wealth Management first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Refined Wealth Management held 581 shares of Broadcom worth $204K as of Q3 2026.
  • Refined Wealth Management left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.11% of Refined Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Refined Wealth Management first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Refined Wealth Management's Broadcom position peaked at $219K in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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