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Narus Financial Partners’s Broadcom AVGO Stock Holding History

Narus 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 		$1.04M Sell
2,762
-764
-22% -$306K 0.27% 68
2026
Q1 		$1.09M Buy
3,526
+155
+5% +$51K 0.29% 59
2025
Q4 		$1.17M Buy
3,371
+20
+0.6% +$7.15K 0.32% 54
2025
Q3 		$1.11M Buy
3,351
+262
+8% +$80.4K 0.3% 56
2025
Q2 		$851K Sell
3,089
-6
-0.2% -$1.3K 0.27% 61
2025
Q1 		$518K Sell
3,095
-582
-16% -$123K 0.18% 77
2024
Q4 		$852K Buy
3,677
+1,457
+66% +$269K 0.29% 58
2024
Q3 		$383K Buy
2,220
+40
+2% +$6.41K 0.14% 99
2024
Q2 		$350K Buy
2,180
+210
+11% +$29.4K 0.14% 102
2024
Q1 		$261K Sell
1,970
-570
-22% -$70.6K 0.11% 122
2023
Q4 		$284K Buy
+2,540
New +$241K 0.14% 106

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

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

Narus Financial Partners reduced its Broadcom (AVGO) stake by 22% in Q2 2026, selling an estimated $306K and leaving 2,762 shares worth $1.04M. The position accounts for 0.27% of the portfolio, ranked #68.

Narus Financial Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Narus Financial Partners held 2,762 shares of Broadcom worth $1.04M as of Q2 2026.
  • Narus Financial Partners sold 764 Broadcom shares in Q2 2026, an estimated $306K.
  • Broadcom made up 0.27% of Narus Financial Partners's portfolio in Q2 2026, its #68 holding.
  • Narus Financial Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Narus Financial Partners's Broadcom position peaked at $1.17M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.