FP
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Fiduciary Planning’s Broadcom AVGO Stock Holding History

Fiduciary 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 		$4.22M Sell
11,166
-26
-0.2% -$10.4K 1.1% 18
2026
Q1 		$3.46M Buy
11,192
+31
+0.3% +$10.2K 1.05% 20
2025
Q4 		$3.86M Sell
11,161
-6
-0.1% -$2.15K 1.17% 19
2025
Q3 		$3.68M Sell
11,167
-223
-2% -$68.4K 1.13% 19
2025
Q2 		$3.14M Sell
11,390
-1,421
-11% -$309K 1.04% 21
2025
Q1 		$2.15M Buy
12,811
+40
+0.3% +$8.47K 0.71% 24
2024
Q4 		$2.96M Sell
12,771
-5
-0% -$925 0.96% 20
2024
Q3 		$2.2M Buy
12,776
+86
+0.7% +$13.8K 0.75% 23
2024
Q2 		$2.04M Sell
12,690
-140
-1% -$19.6K 0.73% 23
2024
Q1 		$1.7M Sell
12,830
-50
-0.4% -$6.2K 0.64% 21
2023
Q4 		$1.44M Sell
12,880
-410
-3% -$38.8K 0.61% 19
2023
Q3 		$1.1M Sell
13,290
-2,500
-16% -$217K 0.52% 30
2023
Q2 		$1.37M Buy
15,790
+1,690
+12% +$121K 0.63% 19
2023
Q1 		$905K Buy
+14,100
New +$848K 0.43% 29

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

Fiduciary Planning's AVGO Position: Q2 2026 in Review

Fiduciary Planning reduced its Broadcom (AVGO) stake by 0.23% in Q2 2026, selling an estimated $10.4K and leaving 11,166 shares worth $4.22M. The position accounts for 1.1% of the portfolio, ranked #18.

Fiduciary Planning first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fiduciary Planning held 11,166 shares of Broadcom worth $4.22M as of Q2 2026.
  • Fiduciary Planning sold 26 Broadcom shares in Q2 2026, an estimated $10.4K.
  • Broadcom made up 1.1% of Fiduciary Planning's portfolio in Q2 2026, its #18 holding.
  • Fiduciary Planning first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.