BFG
AVGO icon

Berger Financial Group’s Broadcom AVGO Stock Holding History

Berger Financial Group’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 		$3.77M Buy
9,980
+24
+0.2% +$9.62K 0.19% 103
2026
Q1 		$3.08M Sell
9,956
-152
-2% -$50K 0.17% 110
2025
Q4 		$3.5M Sell
10,108
-375
-4% -$134K 0.2% 106
2025
Q3 		$3.46M Buy
10,483
+200
+2% +$61.4K 0.21% 105
2025
Q2 		$2.83M Sell
10,283
-90
-0.9% -$19.5K 0.18% 109
2025
Q1 		$1.74M Buy
10,373
+161
+2% +$34.1K 0.12% 133
2024
Q4 		$2.37M Buy
10,212
+76
+0.7% +$14.1K 0.16% 117
2024
Q3 		$1.75M Buy
10,136
+426
+4% +$68.3K 0.13% 129
2024
Q2 		$1.56M Buy
9,710
+350
+4% +$49K 0.12% 125
2024
Q1 		$1.24M Buy
9,360
+1,200
+15% +$149K 0.1% 136
2023
Q4 		$911K Buy
8,160
+740
+10% +$70.1K 0.09% 126
2023
Q3 		$616K Buy
7,420
+390
+6% +$33.8K 0.07% 141
2023
Q2 		$610K Sell
7,030
-80
-1% -$5.71K 0.07% 146
2023
Q1 		$456K Sell
7,110
-140
-2% -$8.42K 0.05% 165
2022
Q4 		$405K Sell
7,250
-890
-11% -$44.6K 0.05% 174
2022
Q3 		$362K Buy
8,140
+1,640
+25% +$83.8K 0.05% 163
2022
Q2 		$316K Buy
6,500
+1,460
+29% +$81.9K 0.05% 179
2022
Q1 		$317K Buy
+5,040
New +$299K 0.04% 201

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 $3.38T AUM 44.17% 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

Berger Financial Group's AVGO Position: Q2 2026 in Review

Berger Financial Group increased its Broadcom (AVGO) stake by 0.24% in Q2 2026, buying an estimated $9.62K and bringing the position to 9,980 shares worth $3.77M. The position accounts for 0.19% of the portfolio, ranked #103.

Berger Financial Group first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Berger Financial Group held 9,980 shares of Broadcom worth $3.77M as of Q2 2026.
  • Berger Financial Group bought 24 Broadcom shares in Q2 2026, an estimated $9.62K.
  • Broadcom made up 0.19% of Berger Financial Group's portfolio in Q2 2026, its #103 holding.
  • Berger Financial Group first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.