Meredith Wealth Planning’s Broadcom AVGO Stock Holding History

Meredith Wealth Planning’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	$264K	Sell	700 -136	-16%	-$54.5K	0.06%	66
2026 Q1	$259K	Sell	836 -41	-5%	-$13.5K	0.07%	62
2025 Q4	$304K	Buy	877 +113	+15%	+$40.4K	0.09%	55
2025 Q3	$252K	Sell	764 -55	-7%	-$16.9K	0.08%	58
2025 Q2	$226K	Buy	+819	New	+$178K	0.08%	57
2025 Q1	–	Sell	-1,279	Closed	-$297K	–	53
2024 Q4	$297K	Buy	1,279 +29	+2%	+$5.36K	0.13%	42
2024 Q3	$216K	Buy	+1,250	New	+$200K	0.1%	45

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Meredith Wealth Planning's AVGO Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $54.5K and leaving 700 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #66.

Meredith Wealth Planning first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $304K in Q4 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Meredith Wealth Planning held 700 shares of Broadcom worth $264K as of Q2 2026.
Meredith Wealth Planning sold 136 Broadcom shares in Q2 2026, an estimated $54.5K.
Broadcom made up 0.06% of Meredith Wealth Planning's portfolio in Q2 2026, its #66 holding.
Meredith Wealth Planning first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
Meredith Wealth Planning's Broadcom position peaked at $304K in Q4 2025.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.