Financial Synergies Wealth Advisors’s Broadcom AVGO Stock Holding History

Financial Synergies Wealth Advisors’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	$1.03M	Buy	2,717 +521	+24%	+$209K	0.09%	64
2026 Q1	$680K	Sell	2,196 -79	-3%	-$26K	0.06%	72
2025 Q4	$787K	Buy	2,275 +1,148	+102%	+$411K	0.08%	59
2025 Q3	$372K	Sell	1,127 -133	-11%	-$40.8K	0.04%	77
2025 Q2	$347K	Buy	+1,260	New	+$274K	0.04%	76
2025 Q1	–	Sell	-970	Closed	-$225K	–	83
2024 Q4	$225K	Sell	970 -507	-34%	-$93.8K	0.03%	68
2024 Q3	$255K	Buy	+1,477	New	+$237K	0.03%	66
2024 Q2	–	Sell	-1,150	Closed	-$152K	–	102
2024 Q1	$152K	Buy	1,150 +340	+42%	+$42.1K	0.02%	84
2023 Q4	$45.3K	Sell	810 -330	-29%	-$31.2K	0.01%	98
2023 Q3	$95K	Hold	1,140	–	–	0.01%	88
2023 Q2	$99.2K	Sell	1,140 -150	-12%	-$10.7K	0.01%	84
2023 Q1	$82.9K	Buy	1,290 +480	+59%	+$28.9K	0.01%	90
2022 Q4	$45.3K	Buy	810 +770	+1,925%	+$38.6K	0.01%	98
2022 Q3	$1.78K	Hold	40	–	–	﹤0.01%	230
2022 Q2	$1.94K	Buy	+40	New	+$2.25K	﹤0.01%	237

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Synergies Wealth Advisors's AVGO Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Broadcom (AVGO) stake by 24% in Q2 2026, buying an estimated $209K and bringing the position to 2,717 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #64.

Financial Synergies Wealth Advisors first reported a position in AVGO in Q2 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Financial Synergies Wealth Advisors held 2,717 shares of Broadcom worth $1.03M as of Q2 2026.
Financial Synergies Wealth Advisors bought 521 Broadcom shares in Q2 2026, an estimated $209K.
Broadcom made up 0.09% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Financial Synergies Wealth Advisors first reported a position in Broadcom in Q2 2022 and has held it in 15 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.