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Financial Gravity Companies’s Broadcom AVGO Stock Holding History

Financial Gravity Companies’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 		$579K Buy
+1,533
New +$615K 0.09% 99
2025
Q2 		$289K Buy
+1,050
New +$228K 0.06% 132
2024
Q4 		$16.2K Buy
+70
New +$12.9K ﹤0.01% 476
2018
Q4 		$76K Buy
+2,870
New +$67.7K 0.07% 236
2018
Q1 		$56K Sell
2,430
-7,020
-74% -$177K 0.06% 280
2017
Q4 		$234K Buy
+9,450
New +$246K 0.27% 71

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 Gravity Companies's AVGO Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Broadcom (AVGO) in Q2 2026: 1,533 shares worth $579K. The stake represents 0.09% of the portfolio and ranks #99 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AVGO as recently as Q2 2025.

Financial Gravity Companies first reported a position in AVGO in Q4 2017 and has held it in 6 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Financial Gravity Companies held 1,533 shares of Broadcom worth $579K as of Q2 2026.
  • Broadcom was a new Financial Gravity Companies position in Q2 2026.
  • Broadcom made up 0.09% of Financial Gravity Companies's portfolio in Q2 2026, its #99 holding.
  • Financial Gravity Companies first reported a position in Broadcom in Q4 2017 and has held it in 6 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.