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Flagship Wealth Advisors’s Broadcom AVGO Stock Holding History

Flagship 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 		$93.7K Buy
248
+99
+66% +$39.7K 0.02% 209
2026
Q1 		$41.1K Sell
149
-99
-40% -$32.6K 0.02% 209
2025
Q4 		$85.8K Hold
248
– – 0.03% 175
2025
Q3 		$81.8K Buy
248
+99
+66% +$30.4K 0.03% 180
2025
Q2 		$41.1K Buy
+149
New +$32.4K 0.02% 225

Other funds holding AVGO

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Flagship Wealth Advisors's AVGO Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Broadcom (AVGO) stake by 66% in Q2 2026, buying an estimated $39.7K and bringing the position to 248 shares worth $93.7K. The position accounts for 0.02% of the portfolio, ranked #209.

Flagship Wealth Advisors first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 2,784 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Flagship Wealth Advisors held 248 shares of Broadcom worth $93.7K as of Q2 2026.
  • Flagship Wealth Advisors bought 99 Broadcom shares in Q2 2026, an estimated $39.7K.
  • Broadcom made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • Flagship Wealth Advisors first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 2,784 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.