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Evernest Financial Advisors’s Broadcom AVGO Stock Holding History

Evernest Financial Advisors’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 		$2.04M Sell
5,401
-1,119
-17% -$449K 0.43% 39
2026
Q1 		$2.73M Buy
6,520
+253
+4% +$83.3K 0.57% 34
2025
Q4 		$2.16M Sell
6,267
-1,636
-21% -$585K 0.45% 37
2025
Q3 		$2.61M Sell
7,903
-701
-8% -$215K 0.73% 28
2025
Q2 		$2.37M Buy
8,604
+1,767
+26% +$384K 0.77% 27
2025
Q1 		$1.14M Sell
6,837
-1,694
-20% -$359K 0.41% 54
2024
Q4 		$1.98M Buy
8,531
+3,000
+54% +$555K 0.51% 30
2024
Q3 		$954K Buy
5,531
+3,761
+212% +$603K 0.26% 65
2024
Q2 		$284K Hold
1,770
– – 0.13% 112
2024
Q1 		$213K Buy
+1,770
New +$219K 0.1% 122

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

Evernest Financial Advisors's AVGO Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Broadcom (AVGO) stake by 17% in Q2 2026, selling an estimated $449K and leaving 5,401 shares worth $2.04M. The position accounts for 0.43% of the portfolio, ranked #39.

Evernest Financial Advisors first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.73M in Q1 2026. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Evernest Financial Advisors held 5,401 shares of Broadcom worth $2.04M as of Q2 2026.
  • Evernest Financial Advisors sold 1,119 Broadcom shares in Q2 2026, an estimated $449K.
  • Broadcom made up 0.43% of Evernest Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Evernest Financial Advisors first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • Evernest Financial Advisors's Broadcom position peaked at $2.73M in Q1 2026.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.