Guidance Point Advisors’s Broadcom AVGO Stock Holding History

Guidance Point 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	$1.66M	Buy	4,402 +403	+10%	+$162K	0.35%	32
2026 Q1	$1.24M	Buy	3,999 +1,601	+67%	+$527K	0.29%	36
2025 Q4	$830K	Sell	2,398 -1,743	-42%	-$623K	0.19%	45
2025 Q3	$1.37M	Buy	4,141 +264	+7%	+$81K	0.33%	34
2025 Q2	$1.07M	Buy	3,877 +14	+0.4%	+$3.04K	0.27%	35
2025 Q1	$647K	Buy	3,863 +8	+0.2%	+$1.69K	0.18%	47
2024 Q4	$894K	Buy	3,855 +218	+6%	+$40.3K	0.25%	40
2024 Q3	$627K	Sell	3,637 -313	-8%	-$50.2K	0.18%	46
2024 Q2	$634K	Hold	3,950	–	–	0.2%	45
2024 Q1	$525K	Sell	3,950 -150	-4%	-$18.6K	0.17%	47
2023 Q4	$459K	Sell	4,100 -1,970	-32%	-$187K	0.17%	45
2023 Q3	$504K	Buy	6,070 +190	+3%	+$16.5K	0.21%	46
2023 Q2	$510K	Sell	5,880 -630	-10%	-$44.9K	0.2%	50
2023 Q1	$418K	Hold	6,510	–	–	0.17%	53
2022 Q4	$364K	Buy	6,510 +90	+1%	+$4.51K	0.15%	58
2022 Q3	$285K	Buy	6,420 +60	+0.9%	+$3.06K	0.13%	66
2022 Q2	$309K	Buy	6,360 +60	+1%	+$3.37K	0.13%	66
2022 Q1	$396K	Buy	6,300 +40	+0.6%	+$2.38K	0.15%	65
2021 Q4	$416K	Hold	6,260	–	–	0.15%	57
2021 Q3	$303K	Buy	6,260 +20	+0.3%	+$973	0.11%	67
2021 Q2	$297K	Buy	6,240 +50	+0.8%	+$2.32K	0.12%	68
2021 Q1	$287K	Buy	6,190 +10	+0.2%	+$462	0.12%	70
2020 Q4	$270K	Hold	6,180	–	–	0.12%	68
2020 Q3	$225K	Buy	+6,180	New	+$207K	0.12%	69

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

Guidance Point Advisors's AVGO Position: Q2 2026 in Review

Guidance Point Advisors increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $162K and bringing the position to 4,402 shares worth $1.66M. The position accounts for 0.35% of the portfolio, ranked #32.

Guidance Point Advisors first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Guidance Point Advisors held 4,402 shares of Broadcom worth $1.66M as of Q2 2026.
Guidance Point Advisors bought 403 Broadcom shares in Q2 2026, an estimated $162K.
Broadcom made up 0.35% of Guidance Point Advisors's portfolio in Q2 2026, its #32 holding.
Guidance Point Advisors first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.