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Peak Planning Group’s Broadcom AVGO Stock Holding History

Peak Planning 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 		$2.9M Buy
7,665
+376
+5% +$151K 0.65% 25
2026
Q1 		$2.26M Sell
7,289
-51
-0.7% -$16.8K 0.63% 25
2025
Q4 		$2.54M Buy
7,340
+1,976
+37% +$707K 0.71% 26
2025
Q3 		$1.77M Buy
5,364
+5
+0.1% +$1.53K 0.92% 20
2025
Q2 		$1.48M Sell
5,359
-1,127
-17% -$245K 0.95% 18
2025
Q1 		$1.09M Sell
6,486
-46
-0.7% -$9.74K 0.46% 39
2024
Q4 		$1.51M Buy
6,532
+380
+6% +$70.3K 0.63% 29
2024
Q3 		$1.06M Sell
6,152
-78
-1% -$12.5K 0.47% 40
2024
Q2 		$1M Buy
6,230
+2,200
+55% +$308K 0.49% 42
2024
Q1 		$534K Buy
4,030
+20
+0.5% +$2.48K 0.33% 48
2023
Q4 		$448K Buy
4,010
+170
+4% +$16.1K 0.32% 47
2023
Q3 		$319K Sell
3,840
-100
-3% -$8.67K 0.25% 60
2023
Q2 		$342K Buy
3,940
+10
+0.3% +$713 0.25% 60
2023
Q1 		$252K Buy
3,930
+20
+0.5% +$1.2K 0.2% 74
2022
Q4 		$219K Buy
+3,910
New +$196K 0.19% 75
2022
Q3 		– Sell
-5,090
Closed -$247K – 78
2022
Q2 		$247K Buy
+5,090
New +$286K 0.21% 66

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

Peak Planning Group's AVGO Position: Q2 2026 in Review

Peak Planning Group increased its Broadcom (AVGO) stake by 5.2% in Q2 2026, buying an estimated $151K and bringing the position to 7,665 shares worth $2.9M. The position accounts for 0.65% of the portfolio, ranked #25.

Peak Planning Group first reported a position in AVGO in Q2 2022 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Peak Planning Group held 7,665 shares of Broadcom worth $2.9M as of Q2 2026.
  • Peak Planning Group bought 376 Broadcom shares in Q2 2026, an estimated $151K.
  • Broadcom made up 0.65% of Peak Planning Group's portfolio in Q2 2026, its #25 holding.
  • Peak Planning Group first reported a position in Broadcom in Q2 2022 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.