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Diversified Portfolios Inc’s Broadcom AVGO Stock Holding History

Diversified Portfolios Inc’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 		$297K Buy
+787
New +$316K 0.02% 169
2026
Q1 		– Sell
-743
Closed -$257K – 175
2025
Q4 		$257K Buy
+743
New +$266K 0.02% 167

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

Diversified Portfolios Inc's AVGO Position: Q2 2026 in Review

Diversified Portfolios Inc opened a new position in Broadcom (AVGO) in Q2 2026: 787 shares worth $297K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: Diversified Portfolios Inc previously reported a position in AVGO as recently as Q4 2025.

Diversified Portfolios Inc first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Diversified Portfolios Inc held 787 shares of Broadcom worth $297K as of Q2 2026.
  • Broadcom was a new Diversified Portfolios Inc position in Q2 2026.
  • Broadcom made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #169 holding.
  • Diversified Portfolios Inc first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.