CPG
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Cornerstone Planning Group’s Broadcom AVGO Stock Holding History

Cornerstone Planning Group’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 		$1.19M Buy
2,987
+52
+2% +$20.9K 0.15% 62
2026
Q1 		$1.25M Buy
2,935
+353
+14% +$116K 0.17% 62
2025
Q4 		$860K Sell
2,582
-165
-6% -$59K 0.13% 65
2025
Q3 		$1.03M Buy
2,747
+535
+24% +$164K 0.17% 61
2025
Q2 		$648K Buy
2,212
+23
+1% +$4.99K 0.13% 42
2025
Q1 		$387K Buy
2,189
+996
+83% +$211K 0.09% 54
2024
Q4 		$241K Buy
1,193
+160
+15% +$29.6K 0.06% 65
2024
Q3 		$185K Sell
1,033
-9,367
-90% -$1.5M 0.05% 74
2024
Q2 		$148K Buy
10,400
+9,450
+995% +$1.32M 0.04% 99
2024
Q1 		$121K Sell
950
-230
-19% -$28.5K 0.04% 107
2023
Q4 		$132K Sell
1,180
-750
-39% -$71K 0.04% 105
2023
Q3 		$161K Buy
1,930
+1,060
+122% +$91.9K 0.06% 85
2023
Q2 		$75.8K Buy
+870
New +$62K 0.03% 164
2022
Q4 		$63.8K Buy
+1,130
New +$56.7K 0.03% 225

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's AVGO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Broadcom (AVGO) stake by 1.8% in Q2 2026, buying an estimated $20.9K and bringing the position to 2,987 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #62.

Cornerstone Planning Group first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q1 2026. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cornerstone Planning Group held 2,987 shares of Broadcom worth $1.19M as of Q2 2026.
  • Cornerstone Planning Group bought 52 Broadcom shares in Q2 2026, an estimated $20.9K.
  • Broadcom made up 0.15% of Cornerstone Planning Group's portfolio in Q2 2026, its #62 holding.
  • Cornerstone Planning Group first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Broadcom position peaked at $1.25M in Q1 2026.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.