Avant Financial Advisors’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
$261K Buy
690
+20
+3% +$8.02K 0.16% 64
2026
Q1
$207K Hold
670
0.15% 64
2025
Q4
$232K Hold
670
0.17% 65
2025
Q3
$221K Buy
+670
New +$206K 0.17% 64

Other funds holding AVGO

Avant Financial Advisors's AVGO Position: Q2 2026 in Review

Avant Financial Advisors increased its Broadcom (AVGO) stake by 3% in Q2 2026, buying an estimated $8.02K and bringing the position to 690 shares worth $261K. The position accounts for 0.16% of the portfolio, ranked #64.

Avant Financial Advisors first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Avant Financial Advisors held 690 shares of Broadcom worth $261K as of Q2 2026.
  • Avant Financial Advisors bought 20 Broadcom shares in Q2 2026, an estimated $8.02K.
  • Broadcom made up 0.16% of Avant Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Avant Financial Advisors first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.