Creative Planning’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$131K Buy
+4,100
New +$1.64M ﹤0.01% 3989
2025
Q4
Sell
-6,900
Closed -$21.7K 3919
2025
Q3
$21.7K Buy
6,900
+2,500
+57% +$767K ﹤0.01% 3815
2025
Q2
$11.6K Buy
+4,400
New +$955K ﹤0.01% 3616
2024
Q3
Sell
-6,000
Closed -$18.4K 3204
2024
Q2
$18.4K Buy
6,000
+3,000
+100% +$420K ﹤0.01% 2989
2024
Q1
$8.32K Buy
+3,000
New +$372K ﹤0.01% 2873

Other funds holding AVGO

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.