AFT Forsyth & Company’s Broadcom AVGO Stock Holding History

AFT Forsyth & Company’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	–	Sell	-10,570	Closed	-$3.27M	–	110
2026 Q1	$3.27M	Sell	10,570 -40	-0.4%	-$13.2K	1.54%	15
2025 Q4	$3.67M	Buy	+10,610	New	+$3.79M	1.58%	12
2025 Q2	–	Sell	-10,240	Closed	-$1.71M	–	116
2025 Q1	$1.71M	Hold	10,240	–	–	0.92%	29
2024 Q4	$2.37M	Hold	10,240	–	–	1.16%	19
2024 Q3	$1.77M	Buy	10,240 +1,980	+24%	+$317K	0.87%	31
2024 Q2	$1.33M	Buy	8,260 +740	+10%	+$104K	0.65%	35
2024 Q1	$997K	Sell	7,520 -100	-1%	-$12.4K	0.57%	44
2023 Q4	$851K	Buy	7,620 +1,200	+19%	+$114K	0.54%	47
2023 Q3	$533K	Buy	6,420 +1,050	+20%	+$91K	0.39%	70
2023 Q2	$466K	Buy	5,370 +2,200	+69%	+$157K	0.33%	82
2023 Q1	$203K	Buy	+3,170	New	+$191K	0.16%	134

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AFT Forsyth & Company's AVGO Position: Q2 2026 in Review

AFT Forsyth & Company sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 10,570 shares — an estimated $3.27M sold.

AFT Forsyth & Company first reported a position in AVGO in Q1 2023 and held it in 11 quarters. The position peaked at $3.67M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

AFT Forsyth & Company reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
AFT Forsyth & Company sold 10,570 Broadcom shares in Q2 2026, an estimated $3.27M.
AFT Forsyth & Company first reported a position in Broadcom in Q1 2023 and held it in 11 quarters.
AFT Forsyth & Company's Broadcom position peaked at $3.67M in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.