NEPPG
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New England Professional Planning Group’s Broadcom AVGO Stock Holding History

New England Professional Planning 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 		$588K Hold
1,556
– – 0.22% 20
2026
Q1 		$482K Hold
1,556
– – 0.2% 21
2025
Q4 		$539K Sell
1,556
-334
-18% -$119K 0.23% 21
2025
Q3 		$624K Sell
1,890
-200
-10% -$61.4K 0.29% 18
2025
Q2 		$576K Hold
2,090
– – 0.26% 19
2025
Q1 		$350K Hold
2,090
– – 0.17% 28
2024
Q4 		$485K Buy
2,090
+90
+5% +$16.6K 0.24% 19
2024
Q3 		$345K Hold
2,000
– – 0.17% 27
2024
Q2 		$321K Hold
2,000
– – 0.17% 31
2024
Q1 		$265K Buy
+2,000
New +$248K 0.14% 36

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New England Professional Planning Group's AVGO Position: Q2 2026 in Review

New England Professional Planning Group held its Broadcom (AVGO) position steady in Q2 2026 at 1,556 shares worth $588K. The position accounts for 0.22% of the portfolio, ranked #20.

New England Professional Planning Group first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $624K in Q3 2025. 2,751 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • New England Professional Planning Group held 1,556 shares of Broadcom worth $588K as of Q2 2026.
  • New England Professional Planning Group left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.22% of New England Professional Planning Group's portfolio in Q2 2026, its #20 holding.
  • New England Professional Planning Group first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • New England Professional Planning Group's Broadcom position peaked at $624K in Q3 2025.
  • 2,751 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.