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Novak & Powell Financial Services’s Broadcom AVGO Stock Holding History

Novak & Powell Financial Services’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 		$256K Buy
+677
New +$271K 0.12% 147
2026
Q1 		– Sell
-641
Closed -$222K – 164
2025
Q4 		$222K Buy
641
+3
+0.5% +$1.07K 0.12% 148
2025
Q3 		$210K Buy
+638
New +$196K 0.11% 157

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

Novak & Powell Financial Services's AVGO Position: Q2 2026 in Review

Novak & Powell Financial Services opened a new position in Broadcom (AVGO) in Q2 2026: 677 shares worth $256K. The stake represents 0.12% of the portfolio and ranks #147 among its holdings. This is a return to the name: Novak & Powell Financial Services previously reported a position in AVGO as recently as Q4 2025.

Novak & Powell Financial Services first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Novak & Powell Financial Services held 677 shares of Broadcom worth $256K as of Q2 2026.
  • Broadcom was a new Novak & Powell Financial Services position in Q2 2026.
  • Broadcom made up 0.12% of Novak & Powell Financial Services's portfolio in Q2 2026, its #147 holding.
  • Novak & Powell Financial Services first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.