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Koss-Olinger Consulting’s Broadcom AVGO Stock Holding History

Koss-Olinger Consulting’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 		$580K Sell
1,535
-3,598
-70% -$1.44M 0.04% 81
2026
Q1 		$1.59M Sell
5,133
-324
-6% -$107K 0.13% 66
2025
Q4 		$1.89M Sell
5,457
-10,114
-65% -$3.62M 0.15% 56
2025
Q3 		$4.29M Sell
15,571
-301
-2% -$92.3K 0.35% 37
2025
Q2 		$4.38M Buy
15,872
+160
+1% +$34.7K 0.36% 38
2025
Q1 		$2.63M Sell
15,712
-2,829
-15% -$599K 0.22% 52
2024
Q4 		$4.3M Buy
18,541
+7,792
+72% +$1.44M 0.38% 39
2024
Q3 		$1.85M Buy
10,749
+349
+3% +$56K 0.16% 79
2024
Q2 		$1.67M Buy
+10,400
New +$1.46M 0.15% 81
2024
Q1 		– Sell
-9,810
Closed -$1.09M – 62
2023
Q4 		$1.09M Buy
9,810
+5,120
+109% +$485K 0.11% 93
2023
Q3 		$389K Hold
4,690
– – 0.06% 155
2023
Q2 		$406K Sell
4,690
-280
-6% -$20K 0.05% 151
2023
Q1 		$319K Buy
4,970
+30
+0.6% +$1.8K 0.04% 171
2022
Q4 		$276K Buy
+4,940
New +$248K 0.04% 165

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 $3.38T AUM 44.17% 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

Koss-Olinger Consulting's AVGO Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Broadcom (AVGO) stake by 70% in Q2 2026, selling an estimated $1.44M and leaving 1,535 shares worth $580K. The position accounts for 0.04% of the portfolio, ranked #81.

Koss-Olinger Consulting first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.38M in Q2 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Koss-Olinger Consulting held 1,535 shares of Broadcom worth $580K as of Q2 2026.
  • Koss-Olinger Consulting sold 3,598 Broadcom shares in Q2 2026, an estimated $1.44M.
  • Broadcom made up 0.04% of Koss-Olinger Consulting's portfolio in Q2 2026, its #81 holding.
  • Koss-Olinger Consulting first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • Koss-Olinger Consulting's Broadcom position peaked at $4.38M in Q2 2025.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.