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Financial Plan Inc’s Broadcom AVGO Stock Holding History

Financial Plan Inc’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 		$596K Buy
1,577
+186
+13% +$74.6K 0.06% 60
2026
Q1 		$431K Buy
1,391
+149
+12% +$49K 0.05% 63
2025
Q4 		$430K Buy
+1,242
New +$444K 0.05% 65

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 Plan Inc's AVGO Position: Q2 2026 in Review

Financial Plan Inc increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $74.6K and bringing the position to 1,577 shares worth $596K. The position accounts for 0.06% of the portfolio, ranked #60.

Financial Plan Inc first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,856 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Financial Plan Inc held 1,577 shares of Broadcom worth $596K as of Q2 2026.
  • Financial Plan Inc bought 186 Broadcom shares in Q2 2026, an estimated $74.6K.
  • Broadcom made up 0.06% of Financial Plan Inc's portfolio in Q2 2026, its #60 holding.
  • Financial Plan Inc first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,856 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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