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Financial Planning Hawaii’s Broadcom AVGO Stock Holding History

Financial Planning Hawaii’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 		$1.15M Buy
3,048
+431
+16% +$173K 0.62% 42
2026
Q1 		$810K Buy
2,617
+5
+0.2% +$1.65K 0.48% 50
2025
Q4 		$904K Buy
+2,612
New +$934K 0.52% 46

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Financial Planning Hawaii's AVGO Position: Q2 2026 in Review

Financial Planning Hawaii increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $173K and bringing the position to 3,048 shares worth $1.15M. The position accounts for 0.62% of the portfolio, ranked #42.

Financial Planning Hawaii first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 3,022 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Financial Planning Hawaii held 3,048 shares of Broadcom worth $1.15M as of Q2 2026.
  • Financial Planning Hawaii bought 431 Broadcom shares in Q2 2026, an estimated $173K.
  • Broadcom made up 0.62% of Financial Planning Hawaii's portfolio in Q2 2026, its #42 holding.
  • Financial Planning Hawaii first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 3,022 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.