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Cascade Financial Partners’s Broadcom AVGO Stock Holding History

Cascade 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 		$1.71M Buy
4,531
+317
+8% +$127K 0.15% 94
2026
Q1 		$1.3M Buy
4,214
+86
+2% +$28.3K 0.13% 102
2025
Q4 		$1.43M Buy
4,128
+769
+23% +$275K 0.14% 97
2025
Q3 		$1.11M Sell
3,359
-1,426
-30% -$437K 0.13% 105
2025
Q2 		$1.32M Buy
4,785
+170
+4% +$36.9K 0.16% 94
2025
Q1 		$773K Buy
4,615
+1,733
+60% +$367K 0.1% 123
2024
Q4 		$668K Buy
2,882
+50
+2% +$9.25K 0.09% 125
2024
Q3 		$508K Buy
2,832
+152
+6% +$24.4K 0.06% 141
2024
Q2 		$430K Buy
2,680
+20
+0.8% +$2.8K 0.06% 149
2024
Q1 		$358K Buy
+2,660
New +$330K 0.05% 162

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

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

Cascade Financial Partners increased its Broadcom (AVGO) stake by 7.5% in Q2 2026, buying an estimated $127K and bringing the position to 4,531 shares worth $1.71M. The position accounts for 0.15% of the portfolio, ranked #94.

Cascade Financial Partners first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cascade Financial Partners held 4,531 shares of Broadcom worth $1.71M as of Q2 2026.
  • Cascade Financial Partners bought 317 Broadcom shares in Q2 2026, an estimated $127K.
  • Broadcom made up 0.15% of Cascade Financial Partners's portfolio in Q2 2026, its #94 holding.
  • Cascade Financial Partners first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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