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AVGO icon

Ethos Financial Group’s Broadcom AVGO Stock Holding History

Ethos 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 		$3.86M Buy
10,406
+633
+6% +$254K 0.26% 88
2026
Q1 		$3.05M Sell
9,773
-24
-0.2% -$7.9K 0.22% 98
2025
Q4 		$3.39M Buy
9,797
+2,254
+30% +$806K 0.25% 94
2025
Q3 		$2.49M Sell
7,543
-2,074
-22% -$636K 0.2% 110
2025
Q2 		$2.65M Buy
9,617
+3,875
+67% +$841K 0.23% 100
2025
Q1 		$1.33M Buy
5,742
+30
+0.5% +$6.35K 0.13% 140
2024
Q4 		$1.32M Buy
5,712
+1,885
+49% +$349K 0.17% 92
2024
Q3 		$660K Sell
3,827
-73
-2% -$11.7K 0.11% 108
2024
Q2 		$626K Sell
3,900
-1,170
-23% -$164K 0.11% 110
2024
Q1 		$672K Sell
5,070
-500
-9% -$62K 0.13% 110
2023
Q4 		$622K Sell
5,570
-490
-8% -$46.4K 0.13% 115
2023
Q3 		$503K Buy
6,060
+150
+3% +$13K 0.13% 95
2023
Q2 		$379K Hold
5,910
– – 0.13% 88
2023
Q1 		$379K Sell
5,910
-4,470
-43% -$269K 0.12% 104
2022
Q4 		$581K Buy
+10,380
New +$520K 0.2% 67

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

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

Ethos Financial Group increased its Broadcom (AVGO) stake by 6.5% in Q2 2026, buying an estimated $254K and bringing the position to 10,406 shares worth $3.86M. The position accounts for 0.26% of the portfolio, ranked #88.

Ethos Financial Group first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ethos Financial Group held 10,406 shares of Broadcom worth $3.86M as of Q2 2026.
  • Ethos Financial Group bought 633 Broadcom shares in Q2 2026, an estimated $254K.
  • Broadcom made up 0.26% of Ethos Financial Group's portfolio in Q2 2026, its #88 holding.
  • Ethos Financial Group first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.