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Delta Financial Advisors’s Broadcom AVGO Stock Holding History

Delta Financial Advisors’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 		$5.88M Sell
15,558
-149
-0.9% -$59.7K 1.4% 20
2026
Q1 		$4.86M Buy
15,707
+106
+0.7% +$34.9K 1.27% 23
2025
Q4 		$5.4M Sell
15,601
-94
-0.6% -$33.6K 1.4% 18
2025
Q3 		$5.18M Sell
15,695
-298
-2% -$91.4K 1.46% 19
2025
Q2 		$4.41M Sell
15,993
-1,434
-8% -$311K 1.55% 18
2025
Q1 		$2.92M Sell
17,427
-67
-0.4% -$14.2K 1.1% 33
2024
Q4 		$4.06M Buy
17,494
+748
+4% +$138K 1.51% 16
2024
Q3 		$2.89M Buy
16,746
+976
+6% +$156K 1.05% 33
2024
Q2 		$2.53M Buy
15,770
+290
+2% +$40.6K 0.98% 32
2024
Q1 		$2.05M Buy
15,480
+1,520
+11% +$188K 0.81% 41
2023
Q4 		$1.56M Buy
13,960
+6,930
+99% +$656K 0.68% 52
2023
Q3 		$584K Sell
7,030
-230
-3% -$19.9K 0.26% 86
2023
Q2 		$630K Buy
7,260
+260
+4% +$18.5K 0.28% 83
2023
Q1 		$449K Sell
7,000
-440
-6% -$26.5K 0.22% 90
2022
Q4 		$416K Buy
7,440
+520
+8% +$26.1K 0.2% 90
2022
Q3 		$307K Buy
6,920
+130
+2% +$6.64K 0.16% 100
2022
Q2 		$330K Buy
6,790
+510
+8% +$28.6K 0.16% 103
2022
Q1 		$395K Buy
6,280
+460
+8% +$27.3K 0.17% 102
2021
Q4 		$387K Buy
+5,820
New +$327K 0.16% 104

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

Delta Financial Advisors's AVGO Position: Q2 2026 in Review

Delta Financial Advisors reduced its Broadcom (AVGO) stake by 0.95% in Q2 2026, selling an estimated $59.7K and leaving 15,558 shares worth $5.88M. The position accounts for 1.4% of the portfolio, ranked #20.

Delta Financial Advisors first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Delta Financial Advisors held 15,558 shares of Broadcom worth $5.88M as of Q2 2026.
  • Delta Financial Advisors sold 149 Broadcom shares in Q2 2026, an estimated $59.7K.
  • Broadcom made up 1.4% of Delta Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Delta Financial Advisors first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.