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MPS Loria Financial Planners’s Broadcom AVGO Stock Holding History

MPS Loria Financial Planners’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 		$704K Buy
1,864
+17
+0.9% +$6.82K 0.16% 41
2026
Q1 		$572K Sell
1,847
-43
-2% -$14.1K 0.15% 41
2025
Q4 		$654K Buy
1,890
+72
+4% +$25.7K 0.17% 36
2025
Q3 		$600K Buy
1,818
+19
+1% +$5.83K 0.16% 38
2025
Q2 		$496K Sell
1,799
-15
-0.8% -$3.26K 0.15% 44
2025
Q1 		$304K Buy
1,814
+1
+0.1% +$212 0.09% 62
2024
Q4 		$420K Buy
1,813
+2
+0.1% +$370 0.12% 49
2024
Q3 		$312K Buy
1,811
+171
+10% +$27.4K 0.09% 61
2024
Q2 		$263K Buy
+1,640
New +$230K 0.08% 69
2021
Q2 		– Sell
-1,310
Closed -$60K – 133
2021
Q1 		$60K Hold
1,310
– – 0.03% 149
2020
Q4 		$56K Buy
+1,310
New +$51.1K 0.03% 152

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

MPS Loria Financial Planners's AVGO Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Broadcom (AVGO) stake by 0.92% in Q2 2026, buying an estimated $6.82K and bringing the position to 1,864 shares worth $704K. The position accounts for 0.16% of the portfolio, ranked #41.

MPS Loria Financial Planners first reported a position in AVGO in Q4 2020 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • MPS Loria Financial Planners held 1,864 shares of Broadcom worth $704K as of Q2 2026.
  • MPS Loria Financial Planners bought 17 Broadcom shares in Q2 2026, an estimated $6.82K.
  • Broadcom made up 0.16% of MPS Loria Financial Planners's portfolio in Q2 2026, its #41 holding.
  • MPS Loria Financial Planners first reported a position in Broadcom in Q4 2020 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.