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Catalyst Financial Partners’s Broadcom AVGO Stock Holding History

Catalyst 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 		$11.9M Buy
31,457
+1,644
+6% +$659K 1.18% 18
2026
Q1 		$9.23M Buy
29,813
+3,769
+14% +$1.24M 1.09% 17
2025
Q4 		$9.01M Buy
26,044
+1,352
+5% +$483K 1.01% 17
2025
Q3 		$8.15M Buy
24,692
+1,098
+5% +$337K 0.98% 16
2025
Q2 		$6.5M Buy
23,594
+624
+3% +$136K 0.71% 17
2025
Q1 		$3.85M Buy
22,970
+1,677
+8% +$355K 0.71% 25
2024
Q4 		$4.94M Buy
21,293
+1,157
+6% +$214K 0.93% 18
2024
Q3 		$3.47M Buy
20,136
+836
+4% +$134K 0.68% 24
2024
Q2 		$3.1M Buy
19,300
+1,100
+6% +$154K 0.68% 26
2024
Q1 		$2.33M Buy
18,200
+1,470
+9% +$182K 0.6% 26
2023
Q4 		$1.87M Buy
16,730
+930
+6% +$88.1K 0.53% 31
2023
Q3 		$1.31M Buy
15,800
+1,620
+11% +$140K 0.42% 36
2023
Q2 		$1.23M Buy
14,180
+1,390
+11% +$99.1K 0.44% 33
2023
Q1 		$821K Buy
12,790
+1,860
+17% +$112K 0.35% 44
2022
Q4 		$611K Buy
+10,930
New +$548K 0.31% 52

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

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

Catalyst Financial Partners increased its Broadcom (AVGO) stake by 5.5% in Q2 2026, buying an estimated $659K and bringing the position to 31,457 shares worth $11.9M. The position accounts for 1.18% of the portfolio, ranked #18.

Catalyst Financial Partners first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Catalyst Financial Partners held 31,457 shares of Broadcom worth $11.9M as of Q2 2026.
  • Catalyst Financial Partners bought 1,644 Broadcom shares in Q2 2026, an estimated $659K.
  • Broadcom made up 1.18% of Catalyst Financial Partners's portfolio in Q2 2026, its #18 holding.
  • Catalyst Financial Partners first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.