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Estate Planners Group’s Broadcom AVGO Stock Holding History

Estate Planners 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 		$634K Sell
1,677
-1,271
-43% -$510K 0.29% 36
2026
Q1 		$913K Buy
2,948
+366
+14% +$120K 0.44% 26
2025
Q4 		$894K Buy
+2,582
New +$923K 0.39% 25

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

Estate Planners Group's AVGO Position: Q2 2026 in Review

Estate Planners Group reduced its Broadcom (AVGO) stake by 43% in Q2 2026, selling an estimated $510K and leaving 1,677 shares worth $634K. The position accounts for 0.29% of the portfolio, ranked #36.

Estate Planners Group first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $913K in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Estate Planners Group held 1,677 shares of Broadcom worth $634K as of Q2 2026.
  • Estate Planners Group sold 1,271 Broadcom shares in Q2 2026, an estimated $510K.
  • Broadcom made up 0.29% of Estate Planners Group's portfolio in Q2 2026, its #36 holding.
  • Estate Planners Group first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's Broadcom position peaked at $913K in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.