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Brogan Financial’s Broadcom AVGO Stock Holding History

Brogan Financial’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 		$273K Buy
+722
New +$289K 0.11% 48
2024
Q4 		– Sell
-1,176
Closed -$203K – 57
2024
Q3 		$203K Buy
+1,176
New +$189K 0.12% 51

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

Brogan Financial's AVGO Position: Q2 2026 in Review

Brogan Financial opened a new position in Broadcom (AVGO) in Q2 2026: 722 shares worth $273K. The stake represents 0.11% of the portfolio and ranks #48 among its holdings. This is a return to the name: Brogan Financial previously reported a position in AVGO as recently as Q3 2024.

Brogan Financial first reported a position in AVGO in Q3 2024 and has held it in 2 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Brogan Financial held 722 shares of Broadcom worth $273K as of Q2 2026.
  • Broadcom was a new Brogan Financial position in Q2 2026.
  • Broadcom made up 0.11% of Brogan Financial's portfolio in Q2 2026, its #48 holding.
  • Brogan Financial first reported a position in Broadcom in Q3 2024 and has held it in 2 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.