CFCI
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Comprehensive Financial Consultants Institutional’s Broadcom AVGO Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$6.51M Sell
17,228
-605
-3% -$243K 1.72% 6
2026
Q1 		$5.52M Sell
17,833
-400
-2% -$132K 1.64% 10
2025
Q4 		$6.31M Sell
18,233
-2,628
-13% -$940K 1.9% 5
2025
Q3 		$6.88M Sell
20,861
-3,319
-14% -$1.02M 2.13% 5
2025
Q2 		$6.67M Buy
24,180
+200
+0.8% +$43.4K 2.19% 4
2025
Q1 		$4.01M Sell
23,980
-3,901
-14% -$826K 1.43% 21
2024
Q4 		$6.46M Buy
27,881
+199
+0.7% +$36.8K 2.35% 3
2024
Q3 		$4.78M Sell
27,682
-1,218
-4% -$195K 1.74% 8
2024
Q2 		$4.64M Buy
28,900
+1,670
+6% +$234K 1.82% 5
2024
Q1 		$3.61M Sell
27,230
-520
-2% -$64.4K 1.5% 12
2023
Q4 		$3.1M Buy
27,750
+1,710
+7% +$162K 1.44% 18
2023
Q3 		$2.16M Buy
26,040
+3,400
+15% +$295K 1.14% 30
2023
Q2 		$2.06M Sell
22,640
-8,610
-28% -$614K 1.09% 29
2023
Q1 		$2M Buy
31,250
+170
+0.5% +$10.2K 1.13% 29
2022
Q4 		$1.81M Sell
31,080
-16,380
-35% -$821K 1.09% 26
2022
Q3 		$2.07M Buy
47,460
+4,230
+10% +$216K 1.36% 20
2022
Q2 		$2.08M Sell
43,230
-40
-0.1% -$2.25K 1.48% 15
2022
Q1 		$2.51M Buy
43,270
+2,110
+5% +$125K 1.75% 9
2021
Q4 		$2.42M Buy
+41,160
New +$2.31M 1.55% 10

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

Comprehensive Financial Consultants Institutional's AVGO Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Broadcom (AVGO) stake by 3.4% in Q2 2026, selling an estimated $243K and leaving 17,228 shares worth $6.51M. The position accounts for 1.72% of the portfolio, ranked #6.

Comprehensive Financial Consultants Institutional first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.88M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 17,228 shares of Broadcom worth $6.51M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 605 Broadcom shares in Q2 2026, an estimated $243K.
  • Broadcom made up 1.72% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #6 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Broadcom position peaked at $6.88M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.