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Asset Planning Inc’s Broadcom AVGO Stock Holding History

Asset Planning Inc’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 		$153K Hold
406
– – 0.1% 104
2026
Q1 		$126K Buy
406
+58
+17% +$19.1K 0.09% 101
2025
Q4 		$120K Sell
348
-65
-16% -$23.2K 0.08% 98
2025
Q3 		$136K Hold
413
– – 0.1% 96
2025
Q2 		$114K Buy
413
+113
+38% +$24.5K 0.09% 103
2025
Q1 		$50.3K Buy
300
+100
+50% +$21.2K 0.04% 144
2024
Q4 		$46.4K Buy
+200
New +$37K 0.04% 150

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

Asset Planning Inc's AVGO Position: Q2 2026 in Review

Asset Planning Inc held its Broadcom (AVGO) position steady in Q2 2026 at 406 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #104.

Asset Planning Inc first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Asset Planning Inc held 406 shares of Broadcom worth $153K as of Q2 2026.
  • Asset Planning Inc left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.1% of Asset Planning Inc's portfolio in Q2 2026, its #104 holding.
  • Asset Planning Inc first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.