KPP Advisory Services’s Broadcom AVGO Stock Holding History

KPP Advisory Services’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	$4.61M	Sell	12,198 -262	-2%	-$105K	0.58%	42
2026 Q1	$3.86M	Sell	12,460 -2,335	-16%	-$768K	0.56%	43
2025 Q4	$5.12M	Sell	14,795 -742	-5%	-$265K	0.74%	31
2025 Q3	$5.13M	Sell	15,537 -621	-4%	-$191K	0.76%	29
2025 Q2	$4.45M	Buy	16,158 +2,332	+17%	+$506K	0.73%	34
2025 Q1	$2.31M	Buy	13,826 +7,827	+130%	+$1.66M	0.44%	57
2024 Q4	$1.39M	Buy	5,999 +247	+4%	+$45.7K	0.33%	72
2024 Q3	$992K	Buy	5,752 +172	+3%	+$27.6K	0.24%	87
2024 Q2	$896K	Buy	5,580 +50	+0.9%	+$7.01K	0.24%	87
2024 Q1	$733K	Buy	5,530 +740	+15%	+$91.7K	0.2%	97
2023 Q4	$535K	Buy	4,790 +90	+2%	+$8.52K	0.47%	54
2023 Q3	$390K	Buy	+4,700	New	+$407K	0.13%	122

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

KPP Advisory Services's AVGO Position: Q2 2026 in Review

KPP Advisory Services reduced its Broadcom (AVGO) stake by 2.1% in Q2 2026, selling an estimated $105K and leaving 12,198 shares worth $4.61M. The position accounts for 0.58% of the portfolio, ranked #42.

KPP Advisory Services first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.13M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

KPP Advisory Services held 12,198 shares of Broadcom worth $4.61M as of Q2 2026.
KPP Advisory Services sold 262 Broadcom shares in Q2 2026, an estimated $105K.
Broadcom made up 0.58% of KPP Advisory Services's portfolio in Q2 2026, its #42 holding.
KPP Advisory Services first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's Broadcom position peaked at $5.13M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.