Creative Planning’s Broadcom AVGO Stock Holding History

Creative 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
2020 Q4	–	Sell	-2,000	Closed	-$31K	–	2350
2020 Q3	$31K	Hold	2,000	–	–	﹤0.01%	1948
2020 Q2	$22K	Sell	2,000 -2,000	-50%	-$56K	﹤0.01%	1822
2020 Q1	$32K	Buy	+4,000	New	+$113K	﹤0.01%	1679
2019 Q1	–	Sell	-2,000	Closed	-$2K	–	1985
2018 Q4	$2K	Buy	+2,000	New	+$47.2K	﹤0.01%	1896
2018 Q2	–	Sell	-1,000	Closed	-$2K	–	2052
2018 Q1	$2K	Buy	+1,000	New	+$25.2K	﹤0.01%	1984
2017 Q1	–	Sell	-5,000	Closed	-$11K	–	4643
2016 Q4	$11K	Hold	5,000	–	–	﹤0.01%	3472
2016 Q3	$13K	Buy	+5,000	New	+$83.6K	﹤0.01%	3312
2014 Q4	–	Sell	-15,000	Closed	-$3K	–	4145
2014 Q3	$3K	Buy	+15,000	New	+$117K	﹤0.01%	3495

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's AVGO Position: Q1 2026 in Review

Creative Planning increased its Broadcom (AVGO) stake by 5.9% in Q1 2026, buying an estimated $33.1M and bringing the position to 1,801,894 shares worth $558M. The position accounts for 0.38% of the portfolio, ranked #40.

Creative Planning first reported a position in AVGO in Q4 2013 and has held it in 50 quarters since. The position peaked at $589M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Creative Planning held 1,801,894 shares of Broadcom worth $558M as of Q1 2026.
Creative Planning bought 100,698 Broadcom shares in Q1 2026, an estimated $33.1M.
Broadcom made up 0.38% of Creative Planning's portfolio in Q1 2026, its #40 holding.
Creative Planning first reported a position in Broadcom in Q4 2013 and has held it in 50 quarters since.
Creative Planning's Broadcom position peaked at $589M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.