Ownership history in Focus Partners Wealth · 9 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,603,858 | +1,209,615 | +86.8% | 1.03% | $900.2M | $346.10 |
| 2025 Q3 | ADDED | 1,394,243 | +341,239 | +32.4% | 0.74% | $459.9M | $329.28 |
| 2025 Q2 | ADDED | 1,053,004 | +69,443 | +7.1% | 0.63% | $290.3M | $274.65 |
| 2025 Q1 | ADDED | 983,561 | +298,404 | +43.6% | 0.41% | $164.7M | $166.43 |
| 2024 Q4 | ADDED | 685,157 | +181,630 | +36.1% | 0.54% | $206.2M | $229.76 |
| 2024 Q3 | ADDED | 503,527 | +460,506 | +1070.4% | 0.28% | $86.8M | $170.50 |
| 2024 Q2 | REDUCED | 43,021 | -2,025 | -4.5% | 0.02% | $6.9M | $158.17 |
| 2024 Q1 | ADDED | 45,046 | +29,896 | +197.3% | 0.48% | $59.7M | $130.16 |
| 2023 Q4 | INITIATED | 15,150 | — | — | 0.22% | $16.9M | — |
As of 2025 Q4 — sorted by position size