OFA
AVGO icon

Orographic Financial Advisors’s Broadcom AVGO Stock Holding History

Orographic 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 		– Sell
-1,406
Closed -$435K – 106
2026
Q1 		$435K Buy
+1,406
New +$463K 0.31% 69

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

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

Orographic Financial Advisors sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 1,406 shares — an estimated $435K sold.

Orographic Financial Advisors first reported a position in AVGO in Q1 2026 and held it in 1 quarter. The position peaked at $435K in Q1 2026. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Orographic Financial Advisors reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Orographic Financial Advisors sold 1,406 Broadcom shares in Q2 2026, an estimated $435K.
  • Orographic Financial Advisors first reported a position in Broadcom in Q1 2026 and held it in 1 quarter.
  • Orographic Financial Advisors's Broadcom position peaked at $435K in Q1 2026.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.