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Investor's Fiduciary Advisor Network’s Broadcom AVGO Stock Holding History

Investor's Fiduciary Advisor Network’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 		$2.74M Sell
7,262
-2,650
-27% -$1.06M 0.93% 26
2026
Q1 		$3.07M Sell
9,912
-822
-8% -$270K 0.94% 20
2025
Q4 		$3.71M Sell
10,734
-468
-4% -$167K 0.8% 25
2025
Q3 		$3.69M Sell
11,202
-2,056
-16% -$631K 1.25% 14
2025
Q2 		$3.65M Sell
13,258
-434
-3% -$94.2K 1.36% 13
2025
Q1 		$2.29M Sell
13,692
-2,137
-14% -$452K 1.08% 24
2024
Q4 		$3.67M Buy
+15,829
New +$2.93M 1.4% 13

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

Investor's Fiduciary Advisor Network's AVGO Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Broadcom (AVGO) stake by 27% in Q2 2026, selling an estimated $1.06M and leaving 7,262 shares worth $2.74M. The position accounts for 0.93% of the portfolio, ranked #26.

Investor's Fiduciary Advisor Network first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.71M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Investor's Fiduciary Advisor Network held 7,262 shares of Broadcom worth $2.74M as of Q2 2026.
  • Investor's Fiduciary Advisor Network sold 2,650 Broadcom shares in Q2 2026, an estimated $1.06M.
  • Broadcom made up 0.93% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #26 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Investor's Fiduciary Advisor Network's Broadcom position peaked at $3.71M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.