FF
AVGO icon

Formulate Financial’s Broadcom AVGO Stock Holding History

Formulate Financial’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 		$291K Sell
769
-8
-1% -$3.21K 0.31% 22
2026
Q1 		$241K Sell
777
-147
-16% -$48.4K 0.3% 24
2025
Q4 		$320K Buy
+924
New +$330K 0.38% 21

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 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

Formulate Financial's AVGO Position: Q2 2026 in Review

Formulate Financial reduced its Broadcom (AVGO) stake by 1% in Q2 2026, selling an estimated $3.21K and leaving 769 shares worth $291K. The position accounts for 0.31% of the portfolio, ranked #22.

Formulate Financial first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $320K in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Formulate Financial held 769 shares of Broadcom worth $291K as of Q2 2026.
  • Formulate Financial sold 8 Broadcom shares in Q2 2026, an estimated $3.21K.
  • Broadcom made up 0.31% of Formulate Financial's portfolio in Q2 2026, its #22 holding.
  • Formulate Financial first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Formulate Financial's Broadcom position peaked at $320K in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.