Financial Engines Advisors
AVGO icon

Financial Engines Advisors’s Broadcom AVGO Stock Holding History

Financial Engines 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 		$5.13M Buy
13,570
+111
+0.8% +$44.5K 0.01% 143
2026
Q1 		$4.17M Buy
13,459
+200
+2% +$65.8K 0.01% 158
2025
Q4 		$4.59M Sell
13,259
-260
-2% -$93K 0.01% 155
2025
Q3 		$4.46M Buy
13,519
+177
+1% +$54.3K 0.01% 162
2025
Q2 		$3.68M Buy
13,342
+4,900
+58% +$1.06M 0.01% 167
2025
Q1 		$1.41M Buy
8,442
+223
+3% +$47.2K ﹤0.01% 223
2024
Q4 		$1.91M Buy
8,219
+6,291
+326% +$1.16M ﹤0.01% 199
2024
Q3 		$333K Sell
1,928
-1,982
-51% -$318K ﹤0.01% 321
2024
Q2 		$628K Sell
3,910
-120
-3% -$16.8K ﹤0.01% 246
2024
Q1 		$534K Buy
+4,030
New +$499K ﹤0.01% 241
2022
Q1 		– Sell
-10,410
Closed -$693K – 308
2021
Q4 		$693K Buy
+10,410
New +$585K ﹤0.01% 134
2018
Q1 		– Sell
-130
Closed -$3K – 138
2017
Q4 		$3K Buy
+130
New +$3.38K ﹤0.01% 124

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 $3.38T AUM 44.17% 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 Engines Advisors's AVGO Position: Q2 2026 in Review

Financial Engines Advisors increased its Broadcom (AVGO) stake by 0.82% in Q2 2026, buying an estimated $44.5K and bringing the position to 13,570 shares worth $5.13M. The position accounts for 0.01% of the portfolio, ranked #143.

Financial Engines Advisors first reported a position in AVGO in Q4 2017 and has held it in 12 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Financial Engines Advisors held 13,570 shares of Broadcom worth $5.13M as of Q2 2026.
  • Financial Engines Advisors bought 111 Broadcom shares in Q2 2026, an estimated $44.5K.
  • Broadcom made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #143 holding.
  • Financial Engines Advisors first reported a position in Broadcom in Q4 2017 and has held it in 12 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.