KFS
AVGO icon

Kaizen Financial Strategies’s Broadcom AVGO Stock Holding History

Kaizen Financial Strategies’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 		$482K Sell
1,305
-81
-6% -$32.5K 0.16% 103
2026
Q1 		$552K Buy
1,386
+332
+31% +$109K 0.23% 82
2025
Q4 		$365K Sell
1,054
-205
-16% -$73.3K 0.16% 109
2025
Q3 		$448K Buy
1,259
+42
+3% +$12.9K 0.2% 87
2025
Q2 		$335K Buy
+1,217
New +$264K 0.17% 105

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

Kaizen Financial Strategies's AVGO Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Broadcom (AVGO) stake by 5.8% in Q2 2026, selling an estimated $32.5K and leaving 1,305 shares worth $482K. The position accounts for 0.16% of the portfolio, ranked #103.

Kaizen Financial Strategies first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $552K in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kaizen Financial Strategies held 1,305 shares of Broadcom worth $482K as of Q2 2026.
  • Kaizen Financial Strategies sold 81 Broadcom shares in Q2 2026, an estimated $32.5K.
  • Broadcom made up 0.16% of Kaizen Financial Strategies's portfolio in Q2 2026, its #103 holding.
  • Kaizen Financial Strategies first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Kaizen Financial Strategies's Broadcom position peaked at $552K in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.