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Optimist Retirement Group’s Broadcom AVGO Stock Holding History

Optimist Retirement 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 		$3.13M Sell
8,285
-90
-1% -$36.1K 1.21% 14
2026
Q1 		$2.59M Sell
8,375
-58
-0.7% -$19.1K 1.14% 22
2025
Q4 		$2.92M Sell
8,433
-119
-1% -$42.6K 1.34% 15
2025
Q3 		$2.82M Sell
8,552
-1,972
-19% -$605K 1.28% 14
2025
Q2 		$2.9M Sell
10,524
-10
-0.1% -$2.17K 1.39% 12
2025
Q1 		$1.76M Sell
10,534
-4,040
-28% -$855K 0.88% 42
2024
Q4 		$3.38M Sell
14,574
-1,138
-7% -$210K 1.6% 12
2024
Q3 		$2.71M Sell
15,712
-758
-5% -$122K 1.22% 15
2024
Q2 		$2.65M Sell
16,470
-4,570
-22% -$640K 1.39% 10
2024
Q1 		$2.79M Sell
21,040
-7,890
-27% -$978K 1.43% 10
2023
Q4 		$3.23M Buy
+28,930
New +$2.74M 2.1% 9

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

Optimist Retirement Group's AVGO Position: Q2 2026 in Review

Optimist Retirement Group reduced its Broadcom (AVGO) stake by 1.1% in Q2 2026, selling an estimated $36.1K and leaving 8,285 shares worth $3.13M. The position accounts for 1.21% of the portfolio, ranked #14.

Optimist Retirement Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.38M in Q4 2024. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Optimist Retirement Group held 8,285 shares of Broadcom worth $3.13M as of Q2 2026.
  • Optimist Retirement Group sold 90 Broadcom shares in Q2 2026, an estimated $36.1K.
  • Broadcom made up 1.21% of Optimist Retirement Group's portfolio in Q2 2026, its #14 holding.
  • Optimist Retirement Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Optimist Retirement Group's Broadcom position peaked at $3.38M in Q4 2024.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.