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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Creative Planning's AVGO Position: Q2 2026 in Review

Creative Planning increased its Broadcom (AVGO) stake by 6.4% in Q2 2026, buying an estimated $46.3M and bringing the position to 1,917,351 shares worth $724M. The position accounts for 0.42% of the portfolio, ranked #39.

Creative Planning first reported a position in AVGO in Q4 2013 and has held it in 51 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Creative Planning held 1,917,351 shares of Broadcom worth $724M as of Q2 2026.
Creative Planning bought 115,457 Broadcom shares in Q2 2026, an estimated $46.3M.
Broadcom made up 0.42% of Creative Planning's portfolio in Q2 2026, its #39 holding.
Creative Planning first reported a position in Broadcom in Q4 2013 and has held it in 51 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.