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PDS Planning’s Broadcom AVGO Stock Holding History

PDS Planning’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 		$10.6M Buy
27,930
+289
+1% +$116K 0.61% 33
2026
Q1 		$8.56M Buy
27,641
+941
+4% +$310K 0.56% 35
2025
Q4 		$9.24M Sell
26,700
-665
-2% -$238K 0.62% 33
2025
Q3 		$9.03M Sell
27,365
-315
-1% -$96.6K 0.62% 32
2025
Q2 		$7.63M Buy
27,680
+1,220
+5% +$265K 0.57% 33
2025
Q1 		$4.43M Buy
26,460
+2,002
+8% +$424K 0.37% 45
2024
Q4 		$5.67M Buy
24,458
+3,276
+15% +$606K 0.5% 37
2024
Q3 		$3.65M Buy
21,182
+1,312
+7% +$210K 0.33% 45
2024
Q2 		$3.19M Buy
19,870
+450
+2% +$63.1K 0.32% 44
2024
Q1 		$2.57M Sell
19,420
-270
-1% -$33.5K 0.27% 46
2023
Q4 		$2.2M Buy
19,690
+3,510
+22% +$332K 0.25% 51
2023
Q3 		$1.34M Buy
16,180
+400
+3% +$34.7K 0.17% 66
2023
Q2 		$1.37M Buy
15,780
+3,070
+24% +$219K 0.18% 65
2023
Q1 		$815K Buy
12,710
+6,350
+100% +$382K 0.11% 81
2022
Q4 		$356K Sell
6,360
-1,200
-16% -$60.2K 0.06% 131
2022
Q3 		$336K Buy
7,560
+510
+7% +$26.1K 0.06% 121
2022
Q2 		$342K Buy
7,050
+370
+6% +$20.8K 0.06% 123
2022
Q1 		$421K Buy
6,680
+390
+6% +$23.2K 0.07% 111
2021
Q4 		$419K Buy
6,290
+240
+4% +$13.5K 0.08% 103
2021
Q3 		$293K Buy
6,050
+760
+14% +$37K 0.07% 131
2021
Q2 		$252K Buy
5,290
+860
+19% +$39.8K 0.06% 147
2021
Q1 		$205K Buy
+4,430
New +$205K 0.06% 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

PDS Planning's AVGO Position: Q2 2026 in Review

PDS Planning increased its Broadcom (AVGO) stake by 1% in Q2 2026, buying an estimated $116K and bringing the position to 27,930 shares worth $10.6M. The position accounts for 0.61% of the portfolio, ranked #33.

PDS Planning first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • PDS Planning held 27,930 shares of Broadcom worth $10.6M as of Q2 2026.
  • PDS Planning bought 289 Broadcom shares in Q2 2026, an estimated $116K.
  • Broadcom made up 0.61% of PDS Planning's portfolio in Q2 2026, its #33 holding.
  • PDS Planning first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.