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Financial Life Planners’s Broadcom AVGO Stock Holding History

Financial Life Planners’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 		$1M Buy
2,657
+920
+53% +$369K 0.65% 18
2026
Q1 		$538K Sell
1,737
-12
-0.7% -$3.95K 0.41% 27
2025
Q4 		$605K Buy
1,749
+1,316
+304% +$471K 0.43% 29
2025
Q3 		$143K Buy
+433
New +$133K 0.1% 71
2025
Q1 		– Sell
-215
Closed -$49.9K – 107
2024
Q4 		$49.9K Buy
+215
New +$39.8K 0.04% 119

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Life Planners's AVGO Position: Q2 2026 in Review

Financial Life Planners increased its Broadcom (AVGO) stake by 53% in Q2 2026, buying an estimated $369K and bringing the position to 2,657 shares worth $1M. The position accounts for 0.65% of the portfolio, ranked #18.

Financial Life Planners first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. 2,335 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Financial Life Planners held 2,657 shares of Broadcom worth $1M as of Q2 2026.
  • Financial Life Planners bought 920 Broadcom shares in Q2 2026, an estimated $369K.
  • Broadcom made up 0.65% of Financial Life Planners's portfolio in Q2 2026, its #18 holding.
  • Financial Life Planners first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • 2,335 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.