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NFP Retirement Inc’s Broadcom AVGO Stock Holding History

NFP Retirement Inc’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 		$1.22M Buy
3,201
+624
+24% +$250K 0.07% 129
2026
Q1 		$798K Buy
2,577
+174
+7% +$57.3K 0.05% 158
2025
Q4 		$832K Sell
2,403
-27
-1% -$9.65K 0.05% 149
2025
Q3 		$801K Sell
2,430
-225
-8% -$69K 0.05% 152
2025
Q2 		$732K Buy
2,655
+321
+14% +$69.7K 0.05% 160
2025
Q1 		$391K Buy
2,334
+347
+17% +$73.4K 0.03% 205
2024
Q4 		$461K Buy
1,987
+244
+14% +$45.1K 0.04% 196
2024
Q3 		$301K Buy
1,743
+53
+3% +$8.5K 0.02% 236
2024
Q2 		$273K Buy
+1,690
New +$237K 0.02% 235

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

NFP Retirement Inc's AVGO Position: Q2 2026 in Review

NFP Retirement Inc increased its Broadcom (AVGO) stake by 24% in Q2 2026, buying an estimated $250K and bringing the position to 3,201 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #129.

NFP Retirement Inc first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • NFP Retirement Inc held 3,201 shares of Broadcom worth $1.22M as of Q2 2026.
  • NFP Retirement Inc bought 624 Broadcom shares in Q2 2026, an estimated $250K.
  • Broadcom made up 0.07% of NFP Retirement Inc's portfolio in Q2 2026, its #129 holding.
  • NFP Retirement Inc first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.