APG
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Abacus Planning Group’s Broadcom AVGO Stock Holding History

Abacus Planning Group’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 		$1.63M Sell
4,326
-63
-1% -$25.3K 0.2% 65
2026
Q1 		$1.36M Buy
4,389
+707
+19% +$233K 0.18% 68
2025
Q4 		$1.27M Sell
3,682
-11
-0.3% -$3.93K 0.17% 72
2025
Q3 		$1.22M Buy
3,693
+421
+13% +$129K 0.17% 71
2025
Q2 		$902K Sell
3,272
-316
-9% -$68.6K 0.13% 88
2025
Q1 		$601K Buy
3,588
+959
+36% +$203K 0.11% 99
2024
Q4 		$609K Sell
2,629
-114
-4% -$21.1K 0.11% 99
2024
Q3 		$473K Buy
2,743
+873
+47% +$140K 0.08% 116
2024
Q2 		$301K Buy
+1,870
New +$262K 0.06% 160
2024
Q1 		– Sell
-3,480
Closed -$389K – 210
2023
Q4 		$389K Sell
3,480
-280
-7% -$26.5K 0.08% 122
2023
Q3 		$313K Buy
3,760
+40
+1% +$3.47K 0.08% 132
2023
Q2 		$323K Sell
3,720
-560
-13% -$39.9K 0.08% 132
2023
Q1 		$275K Buy
4,280
+190
+5% +$11.4K 0.07% 139
2022
Q4 		$229K Buy
+4,090
New +$205K 0.06% 156
2022
Q2 		– Sell
-4,290
Closed -$270K – 197
2022
Q1 		$270K Buy
4,290
+480
+13% +$28.5K 0.07% 164
2021
Q4 		$254K Buy
+3,810
New +$214K 0.07% 172

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Abacus Planning Group's AVGO Position: Q2 2026 in Review

Abacus Planning Group reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $25.3K and leaving 4,326 shares worth $1.63M. The position accounts for 0.2% of the portfolio, ranked #65.

Abacus Planning Group first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. 2,863 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Abacus Planning Group held 4,326 shares of Broadcom worth $1.63M as of Q2 2026.
  • Abacus Planning Group sold 63 Broadcom shares in Q2 2026, an estimated $25.3K.
  • Broadcom made up 0.2% of Abacus Planning Group's portfolio in Q2 2026, its #65 holding.
  • Abacus Planning Group first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
  • 2,863 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.