CFFP
AVGO icon

Center for Financial Planning’s Broadcom AVGO Stock Holding History

Center for Financial Planning’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
+228
+2% +$91.4K 0.35% 23
2026
Q1 		$3.02M Buy
9,752
+321
+3% +$106K 0.32% 26
2025
Q4 		$3.26M Sell
9,431
-490
-5% -$175K 0.34% 24
2025
Q3 		$3.27M Buy
9,921
+359
+4% +$110K 0.35% 23
2025
Q2 		$2.64M Buy
9,562
+477
+5% +$104K 0.3% 26
2025
Q1 		$1.52M Buy
9,085
+502
+6% +$106K 0.19% 47
2024
Q4 		$1.99M Buy
8,583
+84
+1% +$15.5K 0.27% 33
2024
Q3 		$1.47M Sell
8,499
-301
-3% -$48.3K 0.2% 45
2024
Q2 		$1.41M Sell
8,800
-1,490
-14% -$209K 0.2% 46
2024
Q1 		$1.36M Buy
10,290
+180
+2% +$22.3K 0.2% 46
2023
Q4 		$1.13M Sell
10,110
-430
-4% -$40.7K 0.21% 49
2023
Q3 		$875K Sell
10,540
-20
-0.2% -$1.73K 0.19% 49
2023
Q2 		$916K Buy
10,560
+310
+3% +$22.1K 0.19% 53
2023
Q1 		$658K Buy
10,250
+100
+1% +$6.02K 0.15% 63
2022
Q4 		$568K Sell
10,150
-5,020
-33% -$252K 0.14% 69
2022
Q3 		$674K Buy
15,170
+240
+2% +$12.3K 0.18% 61
2022
Q2 		$725K Buy
14,930
+690
+5% +$38.7K 0.18% 61
2022
Q1 		$897K Buy
14,240
+6,920
+95% +$411K 0.18% 61
2021
Q4 		$487K Buy
7,320
+320
+5% +$18K 0.1% 84
2021
Q3 		$339K Buy
7,000
+50
+0.7% +$2.43K 0.08% 94
2021
Q2 		$331K Sell
6,950
-30
-0.4% -$1.39K 0.08% 98
2021
Q1 		$324K Hold
6,980
– – 0.08% 96
2020
Q4 		$306K Buy
6,980
+120
+2% +$4.68K 0.09% 93
2020
Q3 		$250K Buy
6,860
+20
+0.3% +$670 0.08% 99
2020
Q2 		$216K Buy
6,840
+5,100
+293% +$143K 0.08% 105
2020
Q1 		$41K Buy
1,740
+70
+4% +$1.97K 0.01% 183
2019
Q4 		$53K Buy
+1,670
New +$50.7K 0.01% 180

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Center for Financial Planning's AVGO Position: Q2 2026 in Review

Center for Financial Planning increased its Broadcom (AVGO) stake by 2.3% in Q2 2026, buying an estimated $91.4K and bringing the position to 9,980 shares worth $3.77M. The position accounts for 0.35% of the portfolio, ranked #23.

Center for Financial Planning first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Center for Financial Planning held 9,980 shares of Broadcom worth $3.77M as of Q2 2026.
  • Center for Financial Planning bought 228 Broadcom shares in Q2 2026, an estimated $91.4K.
  • Broadcom made up 0.35% of Center for Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Center for Financial Planning first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.