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Intrepid Financial Planning Group’s Broadcom AVGO Stock Holding History

Intrepid Financial Planning Group’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 		$2.25M Buy
5,966
+25
+0.4% +$10K 0.77% 32
2026
Q1 		$1.84M Buy
5,941
+1
+0% +$329 0.74% 36
2025
Q4 		$2.06M Sell
5,940
-187
-3% -$66.9K 0.78% 31
2025
Q3 		$2.02M Buy
6,127
+157
+3% +$48.2K 0.77% 32
2025
Q2 		$1.65M Hold
5,970
– – 0.69% 36
2025
Q1 		$1,000K Hold
5,970
– – 0.46% 47
2024
Q4 		$1.38M Sell
5,970
-40
-0.7% -$7.4K 0.58% 41
2024
Q3 		$1.04M Buy
6,010
+280
+5% +$44.9K 0.44% 50
2024
Q2 		$920K Sell
5,730
-90
-2% -$12.6K 0.39% 52
2024
Q1 		$771K Buy
5,820
+50
+0.9% +$6.2K 0.33% 54
2023
Q4 		$644K Buy
+5,770
New +$546K 0.31% 54

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

Intrepid Financial Planning Group's AVGO Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Broadcom (AVGO) stake by 0.42% in Q2 2026, buying an estimated $10K and bringing the position to 5,966 shares worth $2.25M. The position accounts for 0.77% of the portfolio, ranked #32.

Intrepid Financial Planning Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Intrepid Financial Planning Group held 5,966 shares of Broadcom worth $2.25M as of Q2 2026.
  • Intrepid Financial Planning Group bought 25 Broadcom shares in Q2 2026, an estimated $10K.
  • Broadcom made up 0.77% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #32 holding.
  • Intrepid Financial Planning Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.