MFS
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Mattson Financial Services’s Broadcom AVGO Stock Holding History

Mattson Financial 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 		$6.74M Buy
18,010
+1,147
+7% +$460K 1.41% 12
2026
Q1 		$5.22M Sell
16,863
-164
-1% -$54K 1.25% 14
2025
Q4 		$5.89M Sell
17,027
-3,092
-15% -$1.11M 1.38% 11
2025
Q3 		$6.64M Sell
20,119
-315
-2% -$96.6K 1.59% 9
2025
Q2 		$5.63M Buy
20,434
+2,879
+16% +$625K 1.52% 11
2025
Q1 		$2.94M Buy
17,555
+95
+0.5% +$20.1K 0.88% 37
2024
Q4 		$3.01M Buy
17,460
+16,018
+1,111% +$2.96M 0.96% 33
2024
Q3 		$2.32M Sell
1,442
-13,068
-90% -$2.1M 0.83% 40
2024
Q2 		$2.33M Buy
+14,510
New +$2.03M 0.83% 40

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

Mattson Financial Services's AVGO Position: Q2 2026 in Review

Mattson Financial Services increased its Broadcom (AVGO) stake by 6.8% in Q2 2026, buying an estimated $460K and bringing the position to 18,010 shares worth $6.74M. The position accounts for 1.41% of the portfolio, ranked #12.

Mattson Financial Services first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mattson Financial Services held 18,010 shares of Broadcom worth $6.74M as of Q2 2026.
  • Mattson Financial Services bought 1,147 Broadcom shares in Q2 2026, an estimated $460K.
  • Broadcom made up 1.41% of Mattson Financial Services's portfolio in Q2 2026, its #12 holding.
  • Mattson Financial Services first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.