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Ehrlich Financial Group’s Broadcom AVGO Stock Holding History

Ehrlich Financial Group’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 		$525K Sell
1,389
-136
-9% -$54.5K 0.27% 77
2026
Q1 		$472K Sell
1,525
-42
-3% -$13.8K 0.27% 80
2025
Q4 		$542K Sell
1,567
-78
-5% -$27.9K 0.31% 68
2025
Q3 		$543K Sell
1,645
-374
-19% -$115K 0.32% 62
2025
Q2 		$556K Sell
2,019
-74
-4% -$16.1K 0.36% 59
2025
Q1 		$350K Sell
2,093
-180
-8% -$38.1K 0.26% 75
2024
Q4 		$527K Sell
2,273
-70
-3% -$12.9K 0.37% 55
2024
Q3 		$404K Buy
2,343
+103
+5% +$16.5K 0.29% 62
2024
Q2 		$360K Hold
2,240
– – 0.28% 63
2024
Q1 		$296K Sell
2,240
-10
-0.4% -$1.24K 0.25% 75
2023
Q4 		$252K Buy
+2,250
New +$213K 0.25% 82

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

Ehrlich Financial Group's AVGO Position: Q2 2026 in Review

Ehrlich Financial Group reduced its Broadcom (AVGO) stake by 8.9% in Q2 2026, selling an estimated $54.5K and leaving 1,389 shares worth $525K. The position accounts for 0.27% of the portfolio, ranked #77.

Ehrlich Financial Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $556K in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ehrlich Financial Group held 1,389 shares of Broadcom worth $525K as of Q2 2026.
  • Ehrlich Financial Group sold 136 Broadcom shares in Q2 2026, an estimated $54.5K.
  • Broadcom made up 0.27% of Ehrlich Financial Group's portfolio in Q2 2026, its #77 holding.
  • Ehrlich Financial Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's Broadcom position peaked at $556K in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.