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Plan A Wealth’s Broadcom AVGO Stock Holding History

Plan A Wealth’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 		$1.5M Buy
3,975
+300
+8% +$120K 0.64% 17
2026
Q1 		$1.14M Buy
3,675
+625
+20% +$206K 0.54% 20
2025
Q4 		$1.06M Buy
3,050
+78
+3% +$27.9K 0.52% 21
2025
Q3 		$981K Buy
2,972
+155
+6% +$47.6K 0.5% 25
2025
Q2 		$777K Buy
2,817
+1,368
+94% +$297K 0.44% 34
2025
Q1 		$243K Buy
+1,449
New +$307K 0.19% 93

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

Plan A Wealth's AVGO Position: Q2 2026 in Review

Plan A Wealth increased its Broadcom (AVGO) stake by 8.2% in Q2 2026, buying an estimated $120K and bringing the position to 3,975 shares worth $1.5M. The position accounts for 0.64% of the portfolio, ranked #17.

Plan A Wealth first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Plan A Wealth held 3,975 shares of Broadcom worth $1.5M as of Q2 2026.
  • Plan A Wealth bought 300 Broadcom shares in Q2 2026, an estimated $120K.
  • Broadcom made up 0.64% of Plan A Wealth's portfolio in Q2 2026, its #17 holding.
  • Plan A Wealth first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.