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AVGO icon

Essential Planning’s Broadcom AVGO Stock Holding History

Essential Planning’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 		$224K Buy
+593
New +$238K 0.06% 80
2026
Q1 		– Sell
-682
Closed -$236K – 87
2025
Q4 		$236K Hold
682
– – 0.08% 87
2025
Q3 		$225K Buy
+682
New +$209K 0.08% 82
2025
Q1 		– Sell
-30,930
Closed -$5.72M – 94
2024
Q4 		$5.72M Buy
+30,930
New +$5.72M 0.04% 110

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

Essential Planning's AVGO Position: Q2 2026 in Review

Essential Planning opened a new position in Broadcom (AVGO) in Q2 2026: 593 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #80 among its holdings. This is a return to the name: Essential Planning previously reported a position in AVGO as recently as Q4 2025.

Essential Planning first reported a position in AVGO in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.72M in Q4 2024. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Essential Planning held 593 shares of Broadcom worth $224K as of Q2 2026.
  • Broadcom was a new Essential Planning position in Q2 2026.
  • Broadcom made up 0.06% of Essential Planning's portfolio in Q2 2026, its #80 holding.
  • Essential Planning first reported a position in Broadcom in Q4 2024 and has held it in 4 quarters since.
  • Essential Planning's Broadcom position peaked at $5.72M in Q4 2024.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.