Spectrum Planning & Advisory Services’s Broadcom AVGO Stock Holding History

Spectrum Planning & Advisory Services’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	$207K	Buy	+590	New	+$222K	0.09%	133

Other funds holding AVGO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Spectrum Planning & Advisory Services's AVGO Position: Q3 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Broadcom (AVGO) in Q3 2026: 590 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #133 among its holdings.

3,186 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Spectrum Planning & Advisory Services held 590 shares of Broadcom worth $207K as of Q3 2026.
Broadcom was a new Spectrum Planning & Advisory Services position in Q3 2026.
Broadcom made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #133 holding.
3,186 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.