PCS
AVGO icon

Personal CFO Solutions’s Broadcom AVGO Stock Holding History

Personal CFO Solutions’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 		$6.45M Sell
17,087
-540
-3% -$217K 0.93% 17
2026
Q1 		$5.46M Buy
17,627
+515
+3% +$169K 0.77% 22
2025
Q4 		$5.92M Buy
17,112
+466
+3% +$167K 0.94% 14
2025
Q3 		$5.49M Buy
16,646
+5,993
+56% +$1.84M 0.96% 12
2025
Q2 		$2.94M Buy
10,653
+792
+8% +$172K 0.54% 32
2025
Q1 		$1.65M Sell
9,861
-806
-8% -$171K 0.34% 57
2024
Q4 		$2.47M Sell
10,667
-378
-3% -$69.9K 0.49% 38
2024
Q3 		$1.91M Buy
11,045
+985
+10% +$158K 0.27% 74
2024
Q2 		$1.61M Buy
10,060
+990
+11% +$139K 0.25% 76
2024
Q1 		$1.2M Sell
9,070
-1,980
-18% -$245K 0.19% 103
2023
Q4 		$1.23M Buy
11,050
+520
+5% +$49.2K 0.21% 90
2023
Q3 		$875K Buy
10,530
+80
+0.8% +$6.93K 0.17% 115
2023
Q2 		$906K Sell
10,450
-630
-6% -$44.9K 0.18% 111
2023
Q1 		$711K Buy
11,080
+180
+2% +$10.8K 0.15% 136
2022
Q4 		$609K Buy
10,900
+980
+10% +$49.1K 0.13% 161
2022
Q3 		$440K Sell
9,920
-400
-4% -$20.4K 0.11% 172
2022
Q2 		$501K Buy
10,320
+400
+4% +$22.5K 0.12% 155
2022
Q1 		$625K Sell
9,920
-280
-3% -$16.6K 0.12% 156
2021
Q4 		$679K Sell
10,200
-480
-4% -$27K 0.13% 157
2021
Q3 		$518K Sell
10,680
-300
-3% -$14.6K 0.11% 183
2021
Q2 		$523K Buy
10,980
+330
+3% +$15.3K 0.11% 180
2021
Q1 		$494K Sell
10,650
-120
-1% -$5.55K 0.11% 177
2020
Q4 		$471K Buy
10,770
+570
+6% +$22.2K 0.12% 173
2020
Q3 		$0 Sell
10,200
-150
-1% -$5.02K ﹤0.01% 148
2020
Q2 		$327K Buy
+10,350
New +$290K 0.1% 198
2020
Q1 		– Sell
-6,830
Closed -$216K – 284
2019
Q4 		$216K Sell
6,830
-15,810
-70% -$480K 0.06% 301
2019
Q3 		$624K Buy
+22,640
New +$644K 0.25% 100

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

Personal CFO Solutions's AVGO Position: Q2 2026 in Review

Personal CFO Solutions reduced its Broadcom (AVGO) stake by 3.1% in Q2 2026, selling an estimated $217K and leaving 17,087 shares worth $6.45M. The position accounts for 0.93% of the portfolio, ranked #17.

Personal CFO Solutions first reported a position in AVGO in Q3 2019 and has held it in 27 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Personal CFO Solutions held 17,087 shares of Broadcom worth $6.45M as of Q2 2026.
  • Personal CFO Solutions sold 540 Broadcom shares in Q2 2026, an estimated $217K.
  • Broadcom made up 0.93% of Personal CFO Solutions's portfolio in Q2 2026, its #17 holding.
  • Personal CFO Solutions first reported a position in Broadcom in Q3 2019 and has held it in 27 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.