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Financial Advisory Partners’s Broadcom AVGO Stock Holding History

Financial Advisory Partners’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 		$8.93M Sell
23,629
-730
-3% -$293K 2.33% 9
2026
Q1 		$7.54M Sell
24,359
-390
-2% -$128K 2.13% 9
2025
Q4 		$8.57M Sell
24,749
-1,346
-5% -$481K 2.42% 9
2025
Q3 		$8.61M Sell
26,095
-4,521
-15% -$1.39M 2.51% 9
2025
Q2 		$8.44M Sell
30,616
-2,120
-6% -$460K 2.65% 9
2025
Q1 		$5.48M Sell
32,736
-7,493
-19% -$1.59M 1.83% 11
2024
Q4 		$9.33M Sell
40,229
-1,877
-4% -$347K 3.1% 5
2024
Q3 		$7.26M Sell
42,106
-2,484
-6% -$398K 2.41% 6
2024
Q2 		$7.16M Sell
44,590
-2,410
-5% -$338K 2.68% 5
2024
Q1 		$6.23M Sell
47,000
-6,910
-13% -$856K 2.41% 6
2023
Q4 		$6.02M Sell
53,910
-1,330
-2% -$126K 2.19% 6
2023
Q3 		$4.59M Sell
55,240
-500
-0.9% -$43.3K 1.85% 9
2023
Q2 		$4.84M Sell
55,740
-240
-0.4% -$17.1K 1.86% 10
2023
Q1 		$3.59M Buy
+55,980
New +$3.37M 1.42% 36

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

Financial Advisory Partners's AVGO Position: Q2 2026 in Review

Financial Advisory Partners reduced its Broadcom (AVGO) stake by 3% in Q2 2026, selling an estimated $293K and leaving 23,629 shares worth $8.93M. The position accounts for 2.33% of the portfolio, ranked #9.

Financial Advisory Partners first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.33M in Q4 2024. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Financial Advisory Partners held 23,629 shares of Broadcom worth $8.93M as of Q2 2026.
  • Financial Advisory Partners sold 730 Broadcom shares in Q2 2026, an estimated $293K.
  • Broadcom made up 2.33% of Financial Advisory Partners's portfolio in Q2 2026, its #9 holding.
  • Financial Advisory Partners first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • Financial Advisory Partners's Broadcom position peaked at $9.33M in Q4 2024.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.