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Curran Financial Partners’s Broadcom AVGO Stock Holding History

Curran Financial Partners’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 		$260K Buy
689
+9
+1% +$3.61K 0.04% 116
2026
Q1 		$211K Buy
680
+76
+13% +$25K 0.04% 121
2025
Q4 		$209K Sell
604
-4,038
-87% -$1.44M 0.04% 122
2025
Q3 		$1.53M Sell
4,642
-543
-10% -$167K 0.3% 52
2025
Q2 		$1.43M Buy
+5,185
New +$1.13M 0.32% 53

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

Curran Financial Partners's AVGO Position: Q2 2026 in Review

Curran Financial Partners increased its Broadcom (AVGO) stake by 1.3% in Q2 2026, buying an estimated $3.61K and bringing the position to 689 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #116.

Curran Financial Partners first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.53M in Q3 2025. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Curran Financial Partners held 689 shares of Broadcom worth $260K as of Q2 2026.
  • Curran Financial Partners bought 9 Broadcom shares in Q2 2026, an estimated $3.61K.
  • Broadcom made up 0.04% of Curran Financial Partners's portfolio in Q2 2026, its #116 holding.
  • Curran Financial Partners first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Curran Financial Partners's Broadcom position peaked at $1.53M in Q3 2025.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.