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Holistic Planning’s Broadcom AVGO Stock Holding History

Holistic Planning’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 		$3.53M Buy
9,334
+1,146
+14% +$459K 0.55% 41
2026
Q1 		$2.53M Buy
8,188
+417
+5% +$137K 0.51% 40
2025
Q4 		$2.69M Buy
7,771
+470
+6% +$168K 0.57% 36
2025
Q3 		$2.41M Buy
7,301
+308
+4% +$94.5K 0.63% 31
2025
Q2 		$1.93M Buy
6,993
+1,012
+17% +$220K 0.55% 38
2025
Q1 		$1M Buy
5,981
+179
+3% +$37.9K 0.34% 58
2024
Q4 		$1.35M Sell
5,802
-79
-1% -$14.6K 0.49% 42
2024
Q3 		$1.01M Buy
5,881
+721
+14% +$116K 0.43% 51
2024
Q2 		$684K Hold
5,160
– – 0.53% 55
2024
Q1 		$684K Sell
5,160
-1,300
-20% -$161K 0.52% 55
2023
Q4 		$721K Buy
+6,460
New +$612K 0.61% 44

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 Planning's AVGO Position: Q2 2026 in Review

Holistic Planning increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $459K and bringing the position to 9,334 shares worth $3.53M. The position accounts for 0.55% of the portfolio, ranked #41.

Holistic Planning first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Holistic Planning held 9,334 shares of Broadcom worth $3.53M as of Q2 2026.
  • Holistic Planning bought 1,146 Broadcom shares in Q2 2026, an estimated $459K.
  • Broadcom made up 0.55% of Holistic Planning's portfolio in Q2 2026, its #41 holding.
  • Holistic Planning first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.