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Northern Financial Advisors’s Broadcom AVGO Stock Holding History

Northern Financial Advisors’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 		$5.84M Hold
15,468
– – 3.86% 2
2026
Q1 		$4.79M Buy
15,468
+2,198
+17% +$723K 3.49% 3
2025
Q4 		$4.59M Sell
13,270
-2,921
-18% -$1.04M 5.25% 2
2025
Q3 		$5.34M Buy
16,191
+311
+2% +$95.4K 2.8% 6
2025
Q2 		$4.38M Buy
15,880
+30
+0.2% +$6.51K 3.29% 4
2025
Q1 		$2.65M Hold
15,850
– – 2.19% 10
2024
Q4 		$3.67M Sell
15,850
-302
-2% -$55.9K 2.94% 6
2024
Q3 		$2.79M Sell
16,152
-558
-3% -$89.5K 2.11% 8
2024
Q2 		$2.68M Sell
16,710
-3,190
-16% -$447K 2.15% 9
2024
Q1 		$2.64M Sell
19,900
-620
-3% -$76.8K 2.06% 8
2023
Q4 		$2.29M Buy
20,520
+230
+1% +$21.8K 1.93% 7
2023
Q3 		$1.69M Sell
20,290
-620
-3% -$53.7K 1.54% 10
2023
Q2 		$1.81M Buy
20,910
+550
+3% +$39.2K 1.6% 10
2023
Q1 		$1.31M Buy
+20,360
New +$1.22M 1.23% 17

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

Northern Financial Advisors's AVGO Position: Q2 2026 in Review

Northern Financial Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 15,468 shares worth $5.84M. The position accounts for 3.86% of the portfolio, ranked #2.

Northern Financial Advisors first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Northern Financial Advisors held 15,468 shares of Broadcom worth $5.84M as of Q2 2026.
  • Northern Financial Advisors left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 3.86% of Northern Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Northern Financial Advisors first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.