Financial Symmetry’s Broadcom AVGO Stock Holding History

Financial Symmetry’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	$412K	Buy	1,091 +203	+23%	+$81.4K	0.14%	41
2026 Q1	$371K	Buy	888 +54	+6%	+$17.8K	0.13%	42
2025 Q4	$289K	Buy	834 +37	+5%	+$13.2K	0.12%	47
2025 Q3	$263K	Buy	+797	New	+$245K	0.12%	47
2025 Q2	–	Sell	-1,382	Closed	-$231K	–	50
2025 Q1	$231K	Sell	1,382 -603	-30%	-$128K	0.14%	47
2024 Q4	$460K	Sell	1,985 -1,227	-38%	-$227K	0.31%	26
2024 Q3	$554K	Sell	3,212 -518	-14%	-$83K	0.39%	25
2024 Q2	$599K	Buy	+3,730	New	+$523K	0.47%	23

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Financial Symmetry's AVGO Position: Q2 2026 in Review

Financial Symmetry increased its Broadcom (AVGO) stake by 23% in Q2 2026, buying an estimated $81.4K and bringing the position to 1,091 shares worth $412K. The position accounts for 0.14% of the portfolio, ranked #41.

Financial Symmetry first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $599K in Q2 2024. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Financial Symmetry held 1,091 shares of Broadcom worth $412K as of Q2 2026.
Financial Symmetry bought 203 Broadcom shares in Q2 2026, an estimated $81.4K.
Broadcom made up 0.14% of Financial Symmetry's portfolio in Q2 2026, its #41 holding.
Financial Symmetry first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
Financial Symmetry's Broadcom position peaked at $599K in Q2 2024.
2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.