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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Holistic Planning's AVGO Position: Q1 2026 in Review

Holistic Planning increased its Broadcom (AVGO) stake by 5.4% in Q1 2026, buying an estimated $137K and bringing the position to 8,188 shares worth $2.53M. The position accounts for 0.51% of the portfolio, ranked #40.

Holistic Planning first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.69M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Holistic Planning held 8,188 shares of Broadcom worth $2.53M as of Q1 2026.
Holistic Planning bought 417 Broadcom shares in Q1 2026, an estimated $137K.
Broadcom made up 0.51% of Holistic Planning's portfolio in Q1 2026, its #40 holding.
Holistic Planning first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Broadcom position peaked at $2.69M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.