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Financial Insights’s Broadcom AVGO Stock Holding History

Financial Insights’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 		$1.35M Sell
3,586
-264
-7% -$106K 0.36% 45
2026
Q1 		$1.19M Buy
3,850
+179
+5% +$58.9K 0.39% 45
2025
Q4 		$1.27M Sell
3,671
-839
-19% -$300K 0.43% 40
2025
Q3 		$1.49M Buy
4,510
+615
+16% +$189K 0.49% 38
2025
Q2 		$1.07M Sell
3,895
-1,180
-23% -$256K 0.39% 40
2025
Q1 		$850K Buy
5,075
+2,295
+83% +$486K 0.34% 42
2024
Q4 		$645K Sell
2,780
-7,455
-73% -$1.38M 0.24% 54
2024
Q3 		$1.77M Sell
10,235
-10,995
-52% -$1.76M 0.56% 34
2024
Q2 		$3.41M Buy
21,230
+970
+5% +$136K 0.95% 24
2024
Q1 		$2.68M Buy
20,260
+480
+2% +$59.5K 0.75% 26
2023
Q4 		$2.21M Buy
19,780
+1,800
+10% +$170K 0.69% 30
2023
Q3 		$1.51M Buy
17,980
+410
+2% +$35.5K 0.54% 37
2023
Q2 		$1.52M Buy
17,570
+3,800
+28% +$271K 0.56% 36
2023
Q1 		$883K Buy
+13,770
New +$828K 0.36% 51
2022
Q4 		– Sell
-11,640
Closed -$517K – 147
2022
Q3 		$517K Buy
+11,640
New +$595K 0.35% 60

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 Insights's AVGO Position: Q2 2026 in Review

Financial Insights reduced its Broadcom (AVGO) stake by 6.9% in Q2 2026, selling an estimated $106K and leaving 3,586 shares worth $1.35M. The position accounts for 0.36% of the portfolio, ranked #45.

Financial Insights first reported a position in AVGO in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.41M in Q2 2024. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Financial Insights held 3,586 shares of Broadcom worth $1.35M as of Q2 2026.
  • Financial Insights sold 264 Broadcom shares in Q2 2026, an estimated $106K.
  • Broadcom made up 0.36% of Financial Insights's portfolio in Q2 2026, its #45 holding.
  • Financial Insights first reported a position in Broadcom in Q3 2022 and has held it in 15 quarters since.
  • Financial Insights's Broadcom position peaked at $3.41M in Q2 2024.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.