Eaton Financial Holdings’s Broadcom AVGO Stock Holding History

Eaton Financial Holdings’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	$3.76M	Sell	9,947 -2,438	-20%	-$978K	1.03%	27
2026 Q1	$3.83M	Sell	12,385 -166	-1%	-$54.6K	1.26%	20
2025 Q4	$4.34M	Sell	12,551 -927	-7%	-$332K	1.17%	24
2025 Q3	$4.45M	Sell	13,478 -2,327	-15%	-$714K	1.25%	24
2025 Q2	$4.36M	Buy	+15,805	New	+$3.43M	1.34%	23
2024 Q1	–	Sell	-14,860	Closed	-$1.66M	–	73
2023 Q4	$1.66M	Sell	14,860 -28,400	-66%	-$2.69M	0.4%	74
2023 Q3	$3.59M	Buy	+43,260	New	+$3.75M	0.96%	33

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

Eaton Financial Holdings's AVGO Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Broadcom (AVGO) stake by 20% in Q2 2026, selling an estimated $978K and leaving 9,947 shares worth $3.76M. The position accounts for 1.03% of the portfolio, ranked #27.

Eaton Financial Holdings first reported a position in AVGO in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.45M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Eaton Financial Holdings held 9,947 shares of Broadcom worth $3.76M as of Q2 2026.
Eaton Financial Holdings sold 2,438 Broadcom shares in Q2 2026, an estimated $978K.
Broadcom made up 1.03% of Eaton Financial Holdings's portfolio in Q2 2026, its #27 holding.
Eaton Financial Holdings first reported a position in Broadcom in Q3 2023 and has held it in 7 quarters since.
Eaton Financial Holdings's Broadcom position peaked at $4.45M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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