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Keeler & Nadler Financial Planning & Wealth Management’s Broadcom AVGO Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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 		$955K Buy
2,528
+69
+3% +$27.7K 0.27% 42
2026
Q1 		$761K Buy
2,459
+51
+2% +$16.8K 0.26% 46
2025
Q4 		$833K Hold
2,408
– – 0.29% 42
2025
Q3 		$794K Buy
2,408
+13
+0.5% +$3.99K 0.29% 41
2025
Q2 		$660K Buy
2,395
+10
+0.4% +$2.17K 0.26% 44
2025
Q1 		$403K Hold
2,385
– – 0.18% 49
2024
Q4 		$553K Hold
2,385
– – 0.26% 42
2024
Q3 		$411K Buy
2,385
+35
+1% +$5.61K 0.2% 45
2024
Q2 		$377K Hold
2,350
– – 0.21% 46
2024
Q1 		$311K Buy
+2,350
New +$291K 0.19% 49

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's AVGO Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Broadcom (AVGO) stake by 2.8% in Q2 2026, buying an estimated $27.7K and bringing the position to 2,528 shares worth $955K. The position accounts for 0.27% of the portfolio, ranked #42.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 2,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 2,528 shares of Broadcom worth $955K as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 69 Broadcom shares in Q2 2026, an estimated $27.7K.
  • Broadcom made up 0.27% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.