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Leeward Financial Partners’s Broadcom AVGO Stock Holding History

Leeward Financial Partners’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 		$5.44M Sell
14,404
-204
-1% -$81.8K 1.43% 23
2026
Q1 		$4.52M Buy
14,608
+527
+4% +$173K 1.34% 26
2025
Q4 		$4.87M Buy
14,081
+1,271
+10% +$455K 1.37% 23
2025
Q3 		$4.23M Buy
12,810
+292
+2% +$89.6K 1.2% 28
2025
Q2 		$3.45M Buy
12,518
+3,411
+37% +$741K 1.09% 31
2025
Q1 		$1.52M Sell
9,107
-1,636
-15% -$346K 0.57% 46
2024
Q4 		$2.49M Sell
10,743
-6,292
-37% -$1.16M 0.89% 34
2024
Q3 		$2.94M Buy
17,035
+1,685
+11% +$270K 1.11% 32
2024
Q2 		$2.46M Buy
15,350
+13,750
+859% +$1.93M 1% 33
2024
Q1 		$212K Buy
+1,600
New +$198K 0.09% 89

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

Leeward Financial Partners's AVGO Position: Q2 2026 in Review

Leeward Financial Partners reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $81.8K and leaving 14,404 shares worth $5.44M. The position accounts for 1.43% of the portfolio, ranked #23.

Leeward Financial Partners first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Leeward Financial Partners held 14,404 shares of Broadcom worth $5.44M as of Q2 2026.
  • Leeward Financial Partners sold 204 Broadcom shares in Q2 2026, an estimated $81.8K.
  • Broadcom made up 1.43% of Leeward Financial Partners's portfolio in Q2 2026, its #23 holding.
  • Leeward Financial Partners first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.