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Goldstone Financial Group’s Broadcom AVGO Stock Holding History

Goldstone Financial Group’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 		$6.04M Sell
15,986
-2,842
-15% -$1.14M 0.55% 48
2026
Q1 		$5.83M Buy
18,828
+12,939
+220% +$4.26M 0.63% 42
2025
Q4 		$2.04M Buy
5,889
+191
+3% +$68.3K 0.23% 72
2025
Q3 		$1.88M Buy
5,698
+425
+8% +$130K 0.22% 71
2025
Q2 		$1.45M Buy
5,273
+567
+12% +$123K 0.19% 73
2025
Q1 		$788K Sell
4,706
-1,032
-18% -$218K 0.12% 106
2024
Q4 		$1.33M Buy
5,738
+987
+21% +$183K 0.21% 71
2024
Q3 		$819K Buy
4,751
+301
+7% +$48.3K 0.14% 96
2024
Q2 		$715K Buy
4,450
+430
+11% +$60.3K 0.14% 97
2024
Q1 		$533K Buy
4,020
+70
+2% +$8.67K 0.12% 100
2023
Q4 		$441K Sell
3,950
-590
-13% -$55.9K 0.11% 101
2023
Q3 		$377K Sell
4,540
-360
-7% -$31.2K 0.11% 104
2023
Q2 		$425K Buy
4,900
+280
+6% +$20K 0.13% 100
2023
Q1 		$296K Buy
+4,620
New +$278K 0.1% 114

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldstone Financial Group's AVGO Position: Q2 2026 in Review

Goldstone Financial Group reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $1.14M and leaving 15,986 shares worth $6.04M. The position accounts for 0.55% of the portfolio, ranked #48.

Goldstone Financial Group first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Goldstone Financial Group held 15,986 shares of Broadcom worth $6.04M as of Q2 2026.
  • Goldstone Financial Group sold 2,842 Broadcom shares in Q2 2026, an estimated $1.14M.
  • Broadcom made up 0.55% of Goldstone Financial Group's portfolio in Q2 2026, its #48 holding.
  • Goldstone Financial Group first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.