Kelsey Financial’s Broadcom AVGO Stock Holding History

Kelsey Financial’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	$8.99M	Hold	23,803	–	–	6.82%	5
2026 Q1	$7.37M	Sell	23,803 -1,494	-6%	-$492K	6.44%	6
2025 Q4	$8.76M	Buy	+25,297	New	+$9.05M	7.52%	5

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kelsey Financial's AVGO Position: Q2 2026 in Review

Kelsey Financial held its Broadcom (AVGO) position steady in Q2 2026 at 23,803 shares worth $8.99M. The position accounts for 6.82% of the portfolio, ranked #5.

Kelsey Financial first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Kelsey Financial held 23,803 shares of Broadcom worth $8.99M as of Q2 2026.
Kelsey Financial left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 6.82% of Kelsey Financial's portfolio in Q2 2026, its #5 holding.
Kelsey Financial first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.