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Journey Retirement Planning & Investment Management’s Broadcom AVGO Stock Holding History

Journey Retirement Planning & Investment Management’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 		$1.27M Buy
3,369
+380
+13% +$152K 0.99% 18
2026
Q1 		$925K Sell
2,989
-7,167
-71% -$2.36M 0.82% 31
2025
Q4 		$3.52M Buy
+10,156
New +$3.63M 0.72% 28

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Journey Retirement Planning & Investment Management's AVGO Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $152K and bringing the position to 3,369 shares worth $1.27M. The position accounts for 0.99% of the portfolio, ranked #18.

Journey Retirement Planning & Investment Management first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.52M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,369 shares of Broadcom worth $1.27M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 380 Broadcom shares in Q2 2026, an estimated $152K.
  • Broadcom made up 0.99% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #18 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Broadcom position peaked at $3.52M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.