Finivi Inc’s Broadcom AVGO Stock Holding History

Finivi 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	$6.74M	Sell	17,845 -2,585	-13%	-$1.04M	3.46%	5
2026 Q1	$6.32M	Buy	20,430 +622	+3%	+$205K	3.45%	5
2025 Q4	$6.86M	Sell	19,808 -1,667	-8%	-$596K	3.97%	4
2025 Q3	$7.08M	Sell	21,475 -2,562	-11%	-$786K	4.51%	2
2025 Q2	$6.63M	Buy	24,037 +309	+1%	+$67.1K	4.49%	2
2025 Q1	$3.97M	Buy	23,728 +392	+2%	+$83K	3.2%	9
2024 Q4	$5.41M	Sell	23,336 -1,142	-5%	-$211K	4.32%	4
2024 Q3	$4.22M	Buy	24,478 +188	+0.8%	+$30.1K	3.42%	7
2024 Q2	$3.9M	Buy	24,290 +1,790	+8%	+$251K	3.23%	8
2024 Q1	$2.98M	Sell	22,500 -1,430	-6%	-$177K	2.7%	11
2023 Q4	$2.67M	Buy	+23,930	New	+$2.27M	2.61%	10
2021 Q4	$218K	Buy	+4,020	New	+$226K	0.23%	71

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

Finivi Inc's AVGO Position: Q2 2026 in Review

Finivi Inc reduced its Broadcom (AVGO) stake by 13% in Q2 2026, selling an estimated $1.04M and leaving 17,845 shares worth $6.74M. The position accounts for 3.46% of the portfolio, ranked #5.

Finivi Inc first reported a position in AVGO in Q4 2021 and has held it in 12 quarters since. The position peaked at $7.08M in Q3 2025. 4,749 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Finivi Inc held 17,845 shares of Broadcom worth $6.74M as of Q2 2026.
Finivi Inc sold 2,585 Broadcom shares in Q2 2026, an estimated $1.04M.
Broadcom made up 3.46% of Finivi Inc's portfolio in Q2 2026, its #5 holding.
Finivi Inc first reported a position in Broadcom in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's Broadcom position peaked at $7.08M in Q3 2025.
4,749 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.