Pearl Planning’s Broadcom AVGO Stock Holding History

Pearl 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	$261K	Buy	691 +17	+3%	+$6.82K	0.12%	54
2026 Q1	$209K	Buy	674 +11	+2%	+$3.62K	0.11%	51
2025 Q4	$229K	Buy	+663	New	+$237K	0.14%	51

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pearl Planning's AVGO Position: Q2 2026 in Review

Pearl Planning increased its Broadcom (AVGO) stake by 2.5% in Q2 2026, buying an estimated $6.82K and bringing the position to 691 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #54.

Pearl Planning first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Pearl Planning held 691 shares of Broadcom worth $261K as of Q2 2026.
Pearl Planning bought 17 Broadcom shares in Q2 2026, an estimated $6.82K.
Broadcom made up 0.12% of Pearl Planning's portfolio in Q2 2026, its #54 holding.
Pearl Planning first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.