Acorn Financial Advisory Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$547K Sell
1,448
-113
-7% -$45.3K 0.07% 127
2026
Q1
$483K Sell
1,561
-104
-6% -$34.2K 0.07% 131
2025
Q4
$576K Buy
1,665
+50
+3% +$17.9K 0.09% 111
2025
Q3
$533K Buy
1,615
+87
+6% +$26.7K 0.08% 114
2025
Q2
$421K Buy
1,528
+23
+2% +$4.99K 0.07% 124
2025
Q1
$252K Buy
1,505
+69
+5% +$14.6K 0.05% 163
2024
Q4
$333K Sell
1,436
-9
-0.6% -$1.67K 0.05% 152
2024
Q3
$249K Buy
1,445
+65
+5% +$10.4K 0.04% 174
2024
Q2
$221K Buy
+1,380
New +$193K 0.04% 192

Other funds holding AVGO

Acorn Financial Advisory Services's AVGO Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Broadcom (AVGO) stake by 7.2% in Q2 2026, selling an estimated $45.3K and leaving 1,448 shares worth $547K. The position accounts for 0.07% of the portfolio, ranked #127.

Acorn Financial Advisory Services first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $576K in Q4 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Acorn Financial Advisory Services held 1,448 shares of Broadcom worth $547K as of Q2 2026.
  • Acorn Financial Advisory Services sold 113 Broadcom shares in Q2 2026, an estimated $45.3K.
  • Broadcom made up 0.07% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #127 holding.
  • Acorn Financial Advisory Services first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • Acorn Financial Advisory Services's Broadcom position peaked at $576K in Q4 2025.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.