KA
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Kozak & Associates’s Broadcom AVGO Stock Holding History

Kozak & Associates’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 		$2.62M Buy
7,102
+225
+3% +$90.2K 0.46% 22
2026
Q1 		$2.61M Sell
6,877
-202
-3% -$66.5K 0.51% 16
2025
Q4 		$2.44M Buy
7,079
+161
+2% +$57.6K 0.47% 17
2025
Q3 		$2.37M Buy
6,918
+139
+2% +$42.6K 0.47% 16
2025
Q2 		$1.88M Buy
6,779
+2
+0% +$434 0.38% 18
2025
Q1 		$1.21M Buy
6,777
+930
+16% +$197K 0.3% 20
2024
Q4 		$1.36M Buy
5,847
+2,196
+60% +$406K 0.31% 20
2024
Q3 		$646K Buy
3,651
+21
+0.6% +$3.37K 0.15% 33
2024
Q2 		$627K Buy
3,630
+10
+0.3% +$1.4K 0.15% 31
2024
Q1 		$510K Buy
3,620
+380
+12% +$47.1K 0.14% 44
2023
Q4 		$361K Buy
3,240
+180
+6% +$17K 0.11% 54
2023
Q3 		$258K Buy
3,060
+140
+5% +$12.1K 0.09% 68
2023
Q2 		$256K Buy
2,920
+120
+4% +$8.56K 0.1% 75
2023
Q1 		$179K Buy
2,800
+130
+5% +$7.82K 0.08% 88
2022
Q4 		$149K Hold
2,670
– – 0.07% 91
2022
Q3 		$115K Buy
2,670
+750
+39% +$38.3K 0.07% 95
2022
Q2 		$93K Hold
1,920
– – 0.06% 111
2022
Q1 		$113K Hold
1,920
– – 0.07% 106
2021
Q4 		$113K Sell
1,920
-140
-7% -$7.87K 0.07% 106
2021
Q3 		$117K Buy
+2,060
New +$100K 0.07% 104

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

Kozak & Associates's AVGO Position: Q2 2026 in Review

Kozak & Associates increased its Broadcom (AVGO) stake by 3.3% in Q2 2026, buying an estimated $90.2K and bringing the position to 7,102 shares worth $2.62M. The position accounts for 0.46% of the portfolio, ranked #22.

Kozak & Associates first reported a position in AVGO in Q3 2021 and has held it in 20 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kozak & Associates held 7,102 shares of Broadcom worth $2.62M as of Q2 2026.
  • Kozak & Associates bought 225 Broadcom shares in Q2 2026, an estimated $90.2K.
  • Broadcom made up 0.46% of Kozak & Associates's portfolio in Q2 2026, its #22 holding.
  • Kozak & Associates first reported a position in Broadcom in Q3 2021 and has held it in 20 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.