KFI
AVGO icon

Key Financial Inc’s Broadcom AVGO Stock Holding History

Key Financial Inc’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 		$7.34M Sell
19,437
-1,038
-5% -$416K 1.2% 18
2026
Q1 		$6.34M Buy
20,475
+238
+1% +$78.3K 1.13% 21
2025
Q4 		$7M Buy
20,237
+385
+2% +$138K 1.28% 18
2025
Q3 		$6.62M Sell
19,852
-136
-0.7% -$41.7K 1.22% 19
2025
Q2 		$5.51M Buy
19,988
+73
+0.4% +$15.9K 1.11% 22
2025
Q1 		$3.33M Hold
19,915
– – 0.73% 30
2024
Q4 		$4.62M Sell
19,915
-4,770
-19% -$882K 1.05% 23
2024
Q3 		$4.26M Buy
24,685
+45
+0.2% +$7.21K 0.94% 24
2024
Q2 		$3.96M Sell
24,640
-40
-0.2% -$5.61K 0.95% 25
2024
Q1 		$3.27M Hold
24,680
– – 0.83% 29
2023
Q4 		$2.75M Hold
24,680
– – 0.75% 29
2023
Q3 		$2.05M Buy
24,680
+30
+0.1% +$2.6K 0.69% 32
2023
Q2 		$2.14M Buy
24,650
+380
+2% +$27.1K 0.71% 29
2023
Q1 		$1.56M Hold
24,270
– – 0.57% 35
2022
Q4 		$1.08M Hold
24,270
– – 0.51% 39
2022
Q3 		$1.08M Buy
24,270
+4,820
+25% +$246K 0.51% 39
2022
Q2 		$929K Hold
19,450
– – 0.5% 37
2022
Q1 		$1.23M Buy
19,450
+1,320
+7% +$78.4K 0.61% 30
2021
Q4 		$1.21M Hold
18,130
– – 0.6% 31
2021
Q3 		$879K Buy
18,130
+70
+0.4% +$3.4K 0.5% 36
2021
Q2 		$877K Sell
18,060
-1,050
-5% -$48.7K 0.49% 37
2021
Q1 		$886K Buy
19,110
+30
+0.2% +$1.39K 0.58% 28
2020
Q4 		$835K Hold
19,080
– – 0.62% 29
2020
Q3 		$695K Hold
19,080
– – 0.71% 35
2020
Q2 		$591K Hold
19,080
– – 0.68% 37
2020
Q1 		$458K Hold
19,080
– – 0.47% 42
2019
Q4 		$603K Buy
+19,080
New +$579K 0.57% 42

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 Financial Inc's AVGO Position: Q2 2026 in Review

Key Financial Inc reduced its Broadcom (AVGO) stake by 5.1% in Q2 2026, selling an estimated $416K and leaving 19,437 shares worth $7.34M. The position accounts for 1.2% of the portfolio, ranked #18.

Key Financial Inc first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Key Financial Inc held 19,437 shares of Broadcom worth $7.34M as of Q2 2026.
  • Key Financial Inc sold 1,038 Broadcom shares in Q2 2026, an estimated $416K.
  • Broadcom made up 1.2% of Key Financial Inc's portfolio in Q2 2026, its #18 holding.
  • Key Financial Inc first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.