Guardian Financial Partners’s Broadcom AVGO Stock Holding History

Guardian Financial Partners’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	$707K	Sell	1,872 -42	-2%	-$16.8K	0.28%	45
2026 Q1	$592K	Sell	1,914 -397	-17%	-$131K	0.25%	48
2025 Q4	$800K	Buy	2,311 +614	+36%	+$220K	0.34%	43
2025 Q3	$560K	Buy	1,697 +875	+106%	+$268K	0.24%	46
2025 Q2	$227K	Sell	822 -1,401	-63%	-$304K	0.1%	56
2025 Q1	$372K	Buy	2,223 +756	+52%	+$160K	0.18%	50
2024 Q4	$340K	Buy	+1,467	New	+$271K	0.2%	42
2024 Q3	–	Sell	-1,460	Closed	-$234K	–	46
2024 Q2	$234K	Buy	+1,460	New	+$205K	0.16%	42
2024 Q1	–	Sell	-4,450	Closed	-$497K	–	46
2023 Q4	$497K	Buy	4,450 +2,000	+82%	+$189K	0.41%	31
2023 Q3	$203K	Sell	2,450 -1,000	-29%	-$86.7K	0.19%	41
2023 Q2	$299K	Buy	+3,450	New	+$246K	0.87%	15
2022 Q2	–	Sell	-5,730	Closed	-$336K	–	40
2022 Q1	$336K	Buy	+5,730	New	+$340K	0.35%	29

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

Guardian Financial Partners's AVGO Position: Q2 2026 in Review

Guardian Financial Partners reduced its Broadcom (AVGO) stake by 2.2% in Q2 2026, selling an estimated $16.8K and leaving 1,872 shares worth $707K. The position accounts for 0.28% of the portfolio, ranked #45.

Guardian Financial Partners first reported a position in AVGO in Q1 2022 and has held it in 12 quarters since. The position peaked at $800K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Guardian Financial Partners held 1,872 shares of Broadcom worth $707K as of Q2 2026.
Guardian Financial Partners sold 42 Broadcom shares in Q2 2026, an estimated $16.8K.
Broadcom made up 0.28% of Guardian Financial Partners's portfolio in Q2 2026, its #45 holding.
Guardian Financial Partners first reported a position in Broadcom in Q1 2022 and has held it in 12 quarters since.
Guardian Financial Partners's Broadcom position peaked at $800K in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.