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Colton Groome Financial Advisors’s Broadcom AVGO Stock Holding History

Colton Groome Financial Advisors’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 		$5.84M Buy
15,458
+768
+5% +$308K 1.41% 16
2026
Q1 		$4.55M Sell
14,690
-2,710
-16% -$892K 1.29% 16
2025
Q4 		$6.02M Buy
17,400
+1,779
+11% +$636K 1.73% 12
2025
Q3 		$5.15M Sell
15,621
-1,680
-10% -$515K 1.58% 15
2025
Q2 		$4.77M Sell
17,301
-520
-3% -$113K 1.62% 15
2025
Q1 		$3.43M Sell
17,821
-890
-5% -$188K 1.33% 17
2024
Q4 		$4.34M Sell
18,711
-45
-0.2% -$8.32K 1.66% 14
2024
Q3 		$3.24M Sell
18,756
-704
-4% -$113K 1.21% 17
2024
Q2 		$3.12M Buy
19,460
+700
+4% +$98.1K 1.23% 20
2024
Q1 		$2.49M Sell
18,760
-1,790
-9% -$222K 1% 27
2023
Q4 		$2.29M Buy
20,550
+3,150
+18% +$298K 1% 26
2023
Q3 		$1.45M Buy
17,400
+550
+3% +$47.7K 0.72% 36
2023
Q2 		$1.46M Buy
16,850
+4,320
+34% +$308K 0.69% 37
2023
Q1 		$804K Buy
12,530
+2,620
+26% +$158K 0.38% 57
2022
Q4 		$554K Buy
9,910
+4,700
+90% +$236K 0.27% 64
2022
Q3 		$231K Buy
+5,210
New +$266K 0.12% 101

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

Colton Groome Financial Advisors's AVGO Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Broadcom (AVGO) stake by 5.2% in Q2 2026, buying an estimated $308K and bringing the position to 15,458 shares worth $5.84M. The position accounts for 1.41% of the portfolio, ranked #16.

Colton Groome Financial Advisors first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.02M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Colton Groome Financial Advisors held 15,458 shares of Broadcom worth $5.84M as of Q2 2026.
  • Colton Groome Financial Advisors bought 768 Broadcom shares in Q2 2026, an estimated $308K.
  • Broadcom made up 1.41% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Colton Groome Financial Advisors first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • Colton Groome Financial Advisors's Broadcom position peaked at $6.02M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.