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Mosaic Financial Group’s Broadcom AVGO Stock Holding History

Mosaic Financial Group’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 		$2.04M Sell
5,412
-459
-8% -$184K 1.31% 16
2026
Q1 		$1.82M Sell
5,871
-170
-3% -$55.9K 1.29% 18
2025
Q4 		$2.09M Sell
6,041
-824
-12% -$295K 1.43% 15
2025
Q3 		$2.27M Sell
6,865
-490
-7% -$150K 1.61% 11
2025
Q2 		$2.03M Sell
7,355
-109
-1% -$23.7K 1.55% 12
2025
Q1 		$1.25M Sell
7,464
-197
-3% -$41.7K 1.02% 25
2024
Q4 		$1.78M Sell
7,661
-99
-1% -$18.3K 1.27% 17
2024
Q3 		$1.34M Buy
7,760
+290
+4% +$46.5K 0.95% 26
2024
Q2 		$1.2M Sell
7,470
-270
-3% -$37.8K 0.86% 32
2024
Q1 		$1.03M Buy
+7,740
New +$959K 0.82% 34

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

Mosaic Financial Group's AVGO Position: Q2 2026 in Review

Mosaic Financial Group reduced its Broadcom (AVGO) stake by 7.8% in Q2 2026, selling an estimated $184K and leaving 5,412 shares worth $2.04M. The position accounts for 1.31% of the portfolio, ranked #16.

Mosaic Financial Group first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.27M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mosaic Financial Group held 5,412 shares of Broadcom worth $2.04M as of Q2 2026.
  • Mosaic Financial Group sold 459 Broadcom shares in Q2 2026, an estimated $184K.
  • Broadcom made up 1.31% of Mosaic Financial Group's portfolio in Q2 2026, its #16 holding.
  • Mosaic Financial Group first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • Mosaic Financial Group's Broadcom position peaked at $2.27M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.