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Holistic Financial Partners’s Broadcom AVGO Stock Holding History

Holistic 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 		$2.06M Sell
5,441
-972
-15% -$390K 1.26% 22
2026
Q1 		$1.98M Buy
6,413
+162
+3% +$53.3K 0.74% 28
2025
Q4 		$2.16M Buy
6,251
+80
+1% +$28.6K 0.78% 26
2025
Q3 		$2.04M Buy
6,171
+655
+12% +$201K 0.83% 26
2025
Q2 		$1.52M Sell
5,516
-186
-3% -$40.4K 0.67% 29
2025
Q1 		$955K Sell
5,702
-282
-5% -$59.7K 0.46% 31
2024
Q4 		$1.39M Sell
5,984
-1,311
-18% -$242K 0.69% 27
2024
Q3 		$1.26M Buy
7,295
+275
+4% +$44.1K 0.61% 27
2024
Q2 		$1.13M Sell
7,020
-490
-7% -$68.7K 0.57% 28
2024
Q1 		$995K Buy
7,510
+210
+3% +$26K 0.51% 31
2023
Q4 		$815K Sell
7,300
-50
-0.7% -$4.73K 0.49% 30
2023
Q3 		$610K Buy
7,350
+420
+6% +$36.4K 0.41% 34
2023
Q2 		$601K Sell
6,930
-2,910
-30% -$208K 0.42% 35
2023
Q1 		$631K Buy
9,840
+740
+8% +$44.5K 0.49% 31
2022
Q4 		$509K Sell
9,100
-380
-4% -$19.1K 0.46% 33
2022
Q3 		$421K Sell
9,480
-1,370
-13% -$70K 0.42% 39
2022
Q2 		$527K Buy
10,850
+610
+6% +$34.2K 0.5% 28
2022
Q1 		$645K Buy
10,240
+990
+11% +$58.8K 0.41% 32
2021
Q4 		$616K Hold
9,250
– – 0.36% 38
2021
Q3 		$449K Sell
9,250
-1,020
-10% -$49.6K 0.28% 48
2021
Q2 		$490K Sell
10,270
-10
-0.1% -$463 0.29% 46
2021
Q1 		$477K Buy
10,280
+220
+2% +$10.2K 0.31% 43
2020
Q4 		$440K Buy
10,060
+1,800
+22% +$70.2K 0.3% 46
2020
Q3 		$301K Buy
+8,260
New +$277K 0.24% 58

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

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

Holistic Financial Partners reduced its Broadcom (AVGO) stake by 15% in Q2 2026, selling an estimated $390K and leaving 5,441 shares worth $2.06M. The position accounts for 1.26% of the portfolio, ranked #22.

Holistic Financial Partners first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.16M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Holistic Financial Partners held 5,441 shares of Broadcom worth $2.06M as of Q2 2026.
  • Holistic Financial Partners sold 972 Broadcom shares in Q2 2026, an estimated $390K.
  • Broadcom made up 1.26% of Holistic Financial Partners's portfolio in Q2 2026, its #22 holding.
  • Holistic Financial Partners first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • Holistic Financial Partners's Broadcom position peaked at $2.16M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.