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Independence Financial Advisors’s Broadcom AVGO Stock Holding History

Independence Financial 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 		– Sell
-2,045
Closed -$633K – 56
2026
Q1 		$633K Sell
2,045
-77
-4% -$25.3K 0.19% 32
2025
Q4 		$734K Sell
2,122
-1
-0% -$358 0.2% 33
2025
Q3 		$700K Buy
2,123
+4
+0.2% +$1.23K 0.21% 33
2025
Q2 		$584K Sell
2,119
-26
-1% -$5.65K 0.23% 35
2025
Q1 		$359K Buy
+2,145
New +$454K 0.14% 37

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

Independence Financial Advisors's AVGO Position: Q2 2026 in Review

Independence Financial Advisors sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 2,045 shares — an estimated $633K sold.

Independence Financial Advisors first reported a position in AVGO in Q1 2025 and held it in 5 quarters. The position peaked at $734K in Q4 2025. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Independence Financial Advisors reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Independence Financial Advisors sold 2,045 Broadcom shares in Q2 2026, an estimated $633K.
  • Independence Financial Advisors first reported a position in Broadcom in Q1 2025 and held it in 5 quarters.
  • Independence Financial Advisors's Broadcom position peaked at $734K in Q4 2025.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.