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Hofer & Associates’s Broadcom AVGO Stock Holding History

Hofer & Associates’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 		$1.57M Sell
4,163
-41
-1% -$16.4K 0.76% 28
2026
Q1 		$1.3M Buy
4,204
+2
+0% +$658 0.7% 30
2025
Q4 		$1.45M Sell
4,202
-39
-0.9% -$13.9K 0.77% 28
2025
Q3 		$1.4M Buy
4,241
+7
+0.2% +$2.15K 0.8% 28
2025
Q2 		$1.17M Sell
4,234
-29
-0.7% -$6.3K 0.73% 30
2025
Q1 		$714K Buy
4,263
+2
+0% +$423 0.48% 32
2024
Q4 		$988K Buy
4,261
+1
+0% +$185 0.66% 29
2024
Q3 		$735K Buy
4,260
+20
+0.5% +$3.21K 0.51% 31
2024
Q2 		$681K Hold
4,240
– – 0.53% 31
2024
Q1 		$562K Hold
4,240
– – 0.47% 32
2023
Q4 		$473K Sell
4,240
-140
-3% -$13.3K 0.44% 32
2023
Q3 		$364K Sell
4,380
-80
-2% -$6.93K 0.37% 35
2023
Q2 		$387K Buy
4,460
+480
+12% +$34.2K 0.37% 35
2023
Q1 		$223K Hold
3,980
– – 0.22% 49
2022
Q4 		$223K Buy
+3,980
New +$200K 0.22% 49

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

Hofer & Associates's AVGO Position: Q2 2026 in Review

Hofer & Associates reduced its Broadcom (AVGO) stake by 0.98% in Q2 2026, selling an estimated $16.4K and leaving 4,163 shares worth $1.57M. The position accounts for 0.76% of the portfolio, ranked #28.

Hofer & Associates first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Hofer & Associates held 4,163 shares of Broadcom worth $1.57M as of Q2 2026.
  • Hofer & Associates sold 41 Broadcom shares in Q2 2026, an estimated $16.4K.
  • Broadcom made up 0.76% of Hofer & Associates's portfolio in Q2 2026, its #28 holding.
  • Hofer & Associates first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.