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AA Financial Advisors’s Broadcom AVGO Stock Holding History

AA Financial Advisors’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
Q2 		$6.58M Buy
17,415
+73
+0.4% +$29.3K 0.79% 40
2026
Q1 		$5.37M Buy
17,342
+479
+3% +$158K 0.76% 43
2025
Q4 		$5.84M Sell
16,863
-534
-3% -$191K 1.08% 31
2025
Q3 		$5.74M Sell
17,397
-1,117
-6% -$343K 1.13% 31
2025
Q2 		$5.1M Buy
18,514
+2,242
+14% +$487K 1.1% 30
2025
Q1 		$2.72M Sell
16,272
-994
-6% -$210K 0.66% 39
2024
Q4 		$4M Buy
17,266
+454
+3% +$84K 1.07% 33
2024
Q3 		$2.9M Buy
16,812
+2,232
+15% +$358K 0.84% 35
2024
Q2 		$2.34M Sell
14,580
-1,290
-8% -$181K 0.83% 34
2024
Q1 		$2.1M Buy
+15,870
New +$1.97M 0.85% 36

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AA Financial Advisors's AVGO Position: Q2 2026 in Review

AA Financial Advisors increased its Broadcom (AVGO) stake by 0.42% in Q2 2026, buying an estimated $29.3K and bringing the position to 17,415 shares worth $6.58M. The position accounts for 0.79% of the portfolio, ranked #40.

AA Financial Advisors first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • AA Financial Advisors held 17,415 shares of Broadcom worth $6.58M as of Q2 2026.
  • AA Financial Advisors bought 73 Broadcom shares in Q2 2026, an estimated $29.3K.
  • Broadcom made up 0.79% of AA Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • AA Financial Advisors first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.