TritonPoint Wealth’s Broadcom AVGO Stock Holding History

TritonPoint Wealth’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	$3M	Buy	8,552 +180	+2%	+$67.8K	0.3%	80
2026 Q2	$3.16M	Sell	8,372 -258	-3%	-$103K	0.31%	78
2026 Q1	$2.67M	Buy	8,630 +117	+1%	+$38.5K	0.29%	81
2025 Q4	$2.95M	Sell	8,513 -5,863	-41%	-$2.1M	0.3%	77
2025 Q3	$4.74M	Sell	14,376 -1,212	-8%	-$372K	0.41%	65
2025 Q2	$4.3M	Buy	15,588 +394	+3%	+$85.6K	0.4%	67
2025 Q1	$2.54M	Buy	15,194 +908	+6%	+$192K	0.24%	97
2024 Q4	$3.31M	Buy	14,286 +2,102	+17%	+$389K	0.3%	84
2024 Q3	$2.1M	Buy	12,184 +364	+3%	+$58.4K	0.19%	110
2024 Q2	$1.9M	Buy	11,820 +600	+5%	+$84.1K	0.18%	114
2024 Q1	$1.26M	Sell	11,220 -320	-3%	-$39.6K	0.13%	131
2023 Q4	$1.29M	Buy	+11,540	New	+$1.09M	0.13%	134

Other funds holding AVGO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

TritonPoint Wealth's AVGO Position: Q3 2026 in Review

TritonPoint Wealth increased its Broadcom (AVGO) stake by 2.2% in Q3 2026, buying an estimated $67.8K and bringing the position to 8,552 shares worth $3M. The position accounts for 0.3% of the portfolio, ranked #80.

TritonPoint Wealth first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.74M in Q3 2025. 3,506 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

TritonPoint Wealth held 8,552 shares of Broadcom worth $3M as of Q3 2026.
TritonPoint Wealth bought 180 Broadcom shares in Q3 2026, an estimated $67.8K.
Broadcom made up 0.3% of TritonPoint Wealth's portfolio in Q3 2026, its #80 holding.
TritonPoint Wealth first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's Broadcom position peaked at $4.74M in Q3 2025.
3,506 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.