EFA
AVGO icon

Englebert Financial Advisers’s Broadcom AVGO Stock Holding History

Englebert Financial Advisers’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 		$1.92M Sell
5,071
-1,101
-18% -$441K 1.89% 9
2026
Q1 		$1.91M Sell
6,172
-151
-2% -$49.7K 2.17% 9
2025
Q4 		$2.19M Buy
+6,323
New +$2.26M 2.5% 9

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

Englebert Financial Advisers's AVGO Position: Q2 2026 in Review

Englebert Financial Advisers reduced its Broadcom (AVGO) stake by 18% in Q2 2026, selling an estimated $441K and leaving 5,071 shares worth $1.92M. The position accounts for 1.89% of the portfolio, ranked #9.

Englebert Financial Advisers first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.19M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Englebert Financial Advisers held 5,071 shares of Broadcom worth $1.92M as of Q2 2026.
  • Englebert Financial Advisers sold 1,101 Broadcom shares in Q2 2026, an estimated $441K.
  • Broadcom made up 1.89% of Englebert Financial Advisers's portfolio in Q2 2026, its #9 holding.
  • Englebert Financial Advisers first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Englebert Financial Advisers's Broadcom position peaked at $2.19M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.