Xcel Wealth Management
AVGO icon

Xcel Wealth Management’s Broadcom AVGO Stock Holding History

Xcel 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 		$8.19M Sell
23,313
-216
-0.9% -$81.3K 2.03% 15
2026
Q2 		$8.89M Sell
23,529
-1,283
-5% -$514K 2.12% 13
2026
Q1 		$7.68M Sell
24,812
-992
-4% -$326K 2.12% 12
2025
Q4 		$8.93M Buy
25,804
+115
+0.4% +$41.1K 2.27% 12
2025
Q3 		$8.48M Sell
25,689
-1,090
-4% -$334K 2.2% 12
2025
Q2 		$7.38M Buy
26,779
+1,142
+4% +$248K 2.1% 12
2025
Q1 		$4.29M Buy
25,637
+4,098
+19% +$867K 1.34% 18
2024
Q4 		$4.99M Sell
21,539
-157
-0.7% -$29K 1.38% 19
2024
Q3 		$3.74M Sell
21,696
-4,954
-19% -$794K 1.09% 25
2024
Q2 		$4.28M Buy
26,650
+100
+0.4% +$14K 1.34% 22
2024
Q1 		$3.52M Buy
26,550
+40
+0.2% +$4.96K 1.1% 26
2023
Q4 		$2.96M Sell
26,510
-1,240
-4% -$117K 1.04% 27
2023
Q3 		$2.3M Sell
27,750
-20,180
-42% -$1.75M 0.91% 29
2023
Q2 		$4.16M Hold
47,930
– – 1.31% 20
2023
Q1 		$3.07M Sell
47,930
-6,290
-12% -$378K 1.08% 27
2022
Q4 		$3.03M Sell
54,220
-1,930
-3% -$96.8K 1.19% 26
2022
Q3 		$2.49M Hold
56,150
– – 0.93% 31
2022
Q2 		$2.73M Sell
56,150
-21,750
-28% -$1.22M 0.99% 31
2022
Q1 		$4.9M Sell
77,900
-19,140
-20% -$1.14M 1.35% 22
2021
Q4 		$6.46M Buy
97,040
+30
+0% +$1.69K 1.66% 20
2021
Q3 		$4.7M Sell
97,010
-500
-0.5% -$24.3K 1.36% 24
2021
Q2 		$4.65M Buy
97,510
+250
+0.3% +$11.6K 1.4% 23
2021
Q1 		$4.51M Buy
97,260
+620
+0.6% +$28.7K 1.61% 20
2020
Q4 		$4.23M Buy
96,640
+400
+0.4% +$15.6K 1.83% 18
2020
Q3 		$3.51M Sell
96,240
-4,880
-5% -$163K 1.8% 18
2020
Q2 		$3.19M Buy
+101,120
New +$2.83M 1.98% 16
2019
Q4 		– Sell
-18,420
Closed -$508K – 72
2019
Q3 		$508K Hold
18,420
– – 0.47% 44
2019
Q2 		$530K Sell
18,420
-6,750
-27% -$197K 0.52% 43
2019
Q1 		$756K Sell
25,170
-200
-0.8% -$5.42K 0.78% 38
2018
Q4 		$645K Buy
+25,370
New +$599K 0.79% 33

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Xcel Wealth Management reduced its Broadcom (AVGO) stake by 0.92% in Q3 2026, selling an estimated $81.3K and leaving 23,313 shares worth $8.19M. The position accounts for 2.03% of the portfolio, ranked #15.

Xcel Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.93M in Q4 2025. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Xcel Wealth Management held 23,313 shares of Broadcom worth $8.19M as of Q3 2026.
  • Xcel Wealth Management sold 216 Broadcom shares in Q3 2026, an estimated $81.3K.
  • Broadcom made up 2.03% of Xcel Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Xcel Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 30 quarters since.
  • Xcel Wealth Management's Broadcom position peaked at $8.93M in Q4 2025.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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