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Alpha Financial Partners’s Broadcom AVGO Stock Holding History

Alpha Financial Partners’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 		$643K Sell
1,701
-282
-14% -$113K 0.34% 47
2026
Q1 		$614K Sell
1,983
-56
-3% -$18.4K 0.36% 43
2025
Q4 		$706K Buy
2,039
+12
+0.6% +$4.29K 0.43% 33
2025
Q3 		$669K Buy
2,027
+125
+7% +$38.3K 0.43% 37
2025
Q2 		$524K Buy
1,902
+408
+27% +$88.6K 0.38% 40
2025
Q1 		$250K Buy
+1,494
New +$316K 0.2% 67
2024
Q4 		– Sell
-2,343
Closed -$404K – 84
2024
Q3 		$404K Buy
+2,343
New +$376K 0.29% 62

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

Alpha Financial Partners's AVGO Position: Q2 2026 in Review

Alpha Financial Partners reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $113K and leaving 1,701 shares worth $643K. The position accounts for 0.34% of the portfolio, ranked #47.

Alpha Financial Partners first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $706K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Alpha Financial Partners held 1,701 shares of Broadcom worth $643K as of Q2 2026.
  • Alpha Financial Partners sold 282 Broadcom shares in Q2 2026, an estimated $113K.
  • Broadcom made up 0.34% of Alpha Financial Partners's portfolio in Q2 2026, its #47 holding.
  • Alpha Financial Partners first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • Alpha Financial Partners's Broadcom position peaked at $706K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.