FP
AVGO icon

Financial Perspectives’s Broadcom AVGO Stock Holding History

Financial Perspectives’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 		$11.5M Sell
30,495
-1,909
-6% -$765K 2.8% 9
2026
Q1 		$10M Sell
32,404
-79
-0.2% -$26K 2.8% 10
2025
Q4 		$11.2M Sell
32,483
-389
-1% -$139K 3.03% 9
2025
Q3 		$10.8M Sell
32,872
-166
-0.5% -$50.9K 3.01% 8
2025
Q2 		$9.11M Buy
33,038
+327
+1% +$71K 2.75% 11
2025
Q1 		$5.48M Buy
32,711
+6
+0% +$1.27K 1.87% 13
2024
Q4 		$7.58M Sell
32,705
-5,560
-15% -$1.03M 2.55% 11
2024
Q3 		$6.6M Sell
38,265
-2,445
-6% -$392K 2.29% 12
2024
Q2 		$6.54M Sell
40,710
-170
-0.4% -$23.8K 2.41% 12
2024
Q1 		$5.42M Sell
40,880
-180
-0.4% -$22.3K 2.05% 12
2023
Q4 		$4.58M Buy
41,060
+90
+0.2% +$8.52K 1.86% 13
2023
Q3 		$3.4M Sell
40,970
-130
-0.3% -$11.3K 1.56% 16
2023
Q2 		$3.57M Buy
41,100
+10
+0% +$713 1.57% 15
2023
Q1 		$2.64M Sell
41,090
-20
-0% -$1.2K 1.26% 17
2022
Q4 		$2.3M Sell
41,110
-1,400
-3% -$70.2K 1.18% 17
2022
Q3 		$1.89M Buy
42,510
+7,040
+20% +$360K 1.06% 21
2022
Q2 		$1.72M Buy
35,470
+10,000
+39% +$561K 0.97% 22
2022
Q1 		$1.6M Buy
25,470
+1,670
+7% +$99.2K 0.75% 24
2021
Q4 		$1.58M Hold
23,800
– – 0.75% 25
2021
Q3 		$1.15M Buy
23,800
+520
+2% +$25.3K 0.58% 33
2021
Q2 		$1.11M Sell
23,280
-10,670,240
-100% -$494M 0.54% 34
2021
Q1 		$2.31M Buy
10,693,520
+10,676,080
+61,216% +$494M 0.11% 136
2020
Q4 		$763K Buy
17,440
+3,490
+25% +$136K 0.43% 40
2020
Q3 		$508K Buy
13,950
+20
+0.1% +$670 0.33% 45
2020
Q2 		$440K Buy
13,930
+30
+0.2% +$840 0.31% 50
2020
Q1 		$330K Buy
13,900
+6,240
+81% +$176K 0.27% 50
2019
Q4 		$242K Buy
+7,660
New +$233K 0.17% 73

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 Perspectives's AVGO Position: Q2 2026 in Review

Financial Perspectives reduced its Broadcom (AVGO) stake by 5.9% in Q2 2026, selling an estimated $765K and leaving 30,495 shares worth $11.5M. The position accounts for 2.8% of the portfolio, ranked #9.

Financial Perspectives first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Financial Perspectives held 30,495 shares of Broadcom worth $11.5M as of Q2 2026.
  • Financial Perspectives sold 1,909 Broadcom shares in Q2 2026, an estimated $765K.
  • Broadcom made up 2.8% of Financial Perspectives's portfolio in Q2 2026, its #9 holding.
  • Financial Perspectives first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.