Northwest Financial Advisors’s Broadcom AVGO Stock Holding History

Northwest 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	$263K	Buy	+696	New	+$279K	0.04%	73
2026 Q1	–	Sell	-609	Closed	-$211K	–	70
2025 Q4	$211K	Buy	609 +1	+0.2%	+$358	0.43%	64
2025 Q3	$201K	Buy	+608	New	+$187K	0.26%	95
2025 Q2	–	Sell	-2,031	Closed	-$340K	–	98
2025 Q1	$340K	Buy	2,031 +837	+70%	+$177K	0.28%	80
2024 Q4	$277K	Buy	1,194 +2	+0.2%	+$370	0.23%	85
2024 Q3	$206K	Sell	1,192 -68	-5%	-$10.9K	0.16%	97
2024 Q2	$203K	Buy	+1,260	New	+$177K	0.21%	87
2024 Q1	–	Sell	-100	Closed	-$11.2K	–	120
2023 Q4	$11.2K	Buy	+100	New	+$9.47K	0.01%	365

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Northwest Financial Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 696 shares worth $263K. The stake represents 0.04% of the portfolio and ranks #73 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in AVGO as recently as Q4 2025.

Northwest Financial Advisors first reported a position in AVGO in Q4 2023 and has held it in 8 quarters since. The position peaked at $340K in Q1 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Northwest Financial Advisors held 696 shares of Broadcom worth $263K as of Q2 2026.
Broadcom was a new Northwest Financial Advisors position in Q2 2026.
Broadcom made up 0.04% of Northwest Financial Advisors's portfolio in Q2 2026, its #73 holding.
Northwest Financial Advisors first reported a position in Broadcom in Q4 2023 and has held it in 8 quarters since.
Northwest Financial Advisors's Broadcom position peaked at $340K in Q1 2025.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.