Triad Wealth Partners’s Broadcom AVGO Stock Holding History

Triad Wealth 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	$9.12M	Buy	25,957 +237	+0.9%	+$89.2K	0.5%	32
2026 Q2	$10.1M	Buy	25,720 +2,582	+11%	+$1.04M	0.59%	29
2026 Q1	$7.16M	Buy	23,138 +1,088	+5%	+$358K	0.57%	37
2025 Q4	$7.63M	Sell	22,050 -5,352	-20%	-$1.91M	0.73%	37
2025 Q3	$9.04M	Buy	27,402 +11,071	+68%	+$3.4M	1.17%	23
2025 Q2	$4.5M	Buy	16,331 +2,468	+18%	+$536K	0.91%	29
2025 Q1	$2.32M	Buy	13,863 +4,145	+43%	+$877K	0.72%	32
2024 Q4	$2.25M	Buy	+9,718	New	+$1.8M	0.81%	26
2024 Q3	–	Sell	-6,310	Closed	-$1.01M	–	111
2024 Q2	$1.01M	Buy	6,310 +840	+15%	+$118K	0.53%	25
2024 Q1	$725K	Buy	+5,470	New	+$678K	0.56%	24

Other funds holding AVGO

Bank of New York Mellon New York $608B AUM 32.77% 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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Triad Wealth Partners's AVGO Position: Q3 2026 in Review

Triad Wealth Partners increased its Broadcom (AVGO) stake by 0.92% in Q3 2026, buying an estimated $89.2K and bringing the position to 25,957 shares worth $9.12M. The position accounts for 0.5% of the portfolio, ranked #32.

Triad Wealth Partners first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.1M in Q2 2026. 2,737 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Triad Wealth Partners held 25,957 shares of Broadcom worth $9.12M as of Q3 2026.
Triad Wealth Partners bought 237 Broadcom shares in Q3 2026, an estimated $89.2K.
Broadcom made up 0.5% of Triad Wealth Partners's portfolio in Q3 2026, its #32 holding.
Triad Wealth Partners first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's Broadcom position peaked at $10.1M in Q2 2026.
2,737 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.