CF
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Collier Financial’s Broadcom AVGO Stock Holding History

Collier 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 		$103K Sell
273
-25
-8% -$10K 0.07% 53
2026
Q1 		$92.1K Buy
298
+1
+0.3% +$329 0.07% 51
2025
Q4 		$103K Hold
297
– – 0.08% 49
2025
Q3 		$98.1K Buy
+297
New +$91.1K 0.07% 58
2025
Q1 		$55.7K Sell
333
-53
-14% -$11.2K 0.05% 71
2024
Q4 		$89.5K Buy
+386
New +$71.4K 0.08% 55

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

Collier Financial's AVGO Position: Q2 2026 in Review

Collier Financial reduced its Broadcom (AVGO) stake by 8.4% in Q2 2026, selling an estimated $10K and leaving 273 shares worth $103K. The position accounts for 0.07% of the portfolio, ranked #53.

Collier Financial first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Collier Financial held 273 shares of Broadcom worth $103K as of Q2 2026.
  • Collier Financial sold 25 Broadcom shares in Q2 2026, an estimated $10K.
  • Broadcom made up 0.07% of Collier Financial's portfolio in Q2 2026, its #53 holding.
  • Collier Financial first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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