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Key Client Fiduciary Advisors’s Broadcom AVGO Stock Holding History

Key Client Fiduciary Advisors’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 		$1.64M Buy
4,344
+4
+0.1% +$1.6K 0.47% 46
2026
Q1 		$1.34M Buy
4,340
+24
+0.6% +$7.9K 0.46% 51
2025
Q4 		$1.49M Buy
4,316
+249
+6% +$89K 0.51% 48
2025
Q3 		$1.34M Sell
4,067
-119
-3% -$36.5K 0.44% 51
2025
Q2 		$1.15M Buy
4,186
+319
+8% +$69.3K 0.47% 51
2025
Q1 		$647K Sell
3,867
-80
-2% -$16.9K 0.29% 81
2024
Q4 		$915K Sell
3,947
-97
-2% -$17.9K 0.4% 59
2024
Q3 		$698K Buy
4,044
+174
+4% +$27.9K 0.31% 73
2024
Q2 		$621K Sell
3,870
-140
-3% -$19.6K 0.31% 76
2024
Q1 		$531K Buy
4,010
+340
+9% +$42.1K 0.28% 81
2023
Q4 		$410K Sell
3,670
-90
-2% -$8.52K 0.24% 107
2023
Q3 		$312K Buy
3,760
+10
+0.3% +$867 0.19% 122
2023
Q2 		$326K Buy
3,750
+350
+10% +$25K 0.19% 120
2023
Q1 		$218K Sell
3,400
-800
-19% -$48.1K 0.14% 153
2022
Q4 		$235K Buy
+4,200
New +$211K 0.16% 131

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

Key Client Fiduciary Advisors's AVGO Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Broadcom (AVGO) stake by 0.09% in Q2 2026, buying an estimated $1.6K and bringing the position to 4,344 shares worth $1.64M. The position accounts for 0.47% of the portfolio, ranked #46.

Key Client Fiduciary Advisors first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Key Client Fiduciary Advisors held 4,344 shares of Broadcom worth $1.64M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 4 Broadcom shares in Q2 2026, an estimated $1.6K.
  • Broadcom made up 0.47% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #46 holding.
  • Key Client Fiduciary Advisors first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.