PFG Private Wealth Management’s Broadcom AVGO Stock Holding History

PFG Private Wealth Management’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	$272K	Buy	+720	New	+$289K	0.12%	67
2025 Q4	–	Sell	-870	Closed	-$287K	–	82
2025 Q3	$287K	Buy	+870	New	+$267K	0.13%	95
2025 Q2	–	Sell	-206	Closed	-$34.5K	–	72
2025 Q1	$34.5K	Buy	206 +86	+72%	+$18.2K	0.02%	102
2024 Q4	$27.8K	Hold	120	–	–	0.02%	109
2024 Q3	$20.7K	Hold	120	–	–	0.01%	118
2024 Q2	$19.3K	Hold	120	–	–	0.01%	116
2024 Q1	$15.9K	Hold	120	–	–	0.01%	116
2023 Q4	$13.4K	Sell	120 -440	-79%	-$41.7K	0.01%	112
2023 Q3	$46.5K	Sell	560 -1,150	-67%	-$99.7K	0.03%	93
2023 Q2	$148K	Buy	1,710 +10	+0.6%	+$713	0.09%	70
2023 Q1	$109K	Sell	1,700 -20	-1%	-$1.2K	0.07%	89
2022 Q4	$96K	Sell	1,720 -80	-4%	-$4.01K	0.06%	90
2022 Q3	$80K	Buy	1,800 +60	+3%	+$3.06K	0.05%	100
2022 Q2	$85K	Buy	1,740 +10	+0.6%	+$561	0.05%	120
2022 Q1	$109K	Buy	+1,730	New	+$103K	0.06%	105

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

PFG Private Wealth Management's AVGO Position: Q2 2026 in Review

PFG Private Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 720 shares worth $272K. The stake represents 0.12% of the portfolio and ranks #67 among its holdings. This is a return to the name: PFG Private Wealth Management previously reported a position in AVGO as recently as Q3 2025.

PFG Private Wealth Management first reported a position in AVGO in Q1 2022 and has held it in 15 quarters since. The position peaked at $287K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

PFG Private Wealth Management held 720 shares of Broadcom worth $272K as of Q2 2026.
Broadcom was a new PFG Private Wealth Management position in Q2 2026.
Broadcom made up 0.12% of PFG Private Wealth Management's portfolio in Q2 2026, its #67 holding.
PFG Private Wealth Management first reported a position in Broadcom in Q1 2022 and has held it in 15 quarters since.
PFG Private Wealth Management's Broadcom position peaked at $287K in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.