Plan Group Financial’s Broadcom AVGO Stock Holding History

Plan Group Financial’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 Q1	$3.82M	Buy	12,327 +251	+2%	+$82.6K	0.9%	34
2025 Q4	$4.18M	Sell	12,076 -13	-0.1%	-$4.65K	1.08%	31
2025 Q3	$3.99M	Buy	12,089 +124	+1%	+$38K	1.07%	31
2025 Q2	$3.3M	Buy	11,965 +1,169	+11%	+$254K	1.08%	29
2025 Q1	$1.81M	Buy	10,796 +3,655	+51%	+$774K	0.65%	37
2024 Q4	$1.66M	Buy	7,141 +542	+8%	+$100K	0.87%	22
2024 Q3	$1.14M	Buy	6,599 +509	+8%	+$81.6K	0.6%	34
2024 Q2	$979K	Buy	6,090 +2,210	+57%	+$310K	0.6%	36
2024 Q1	$514K	Buy	3,880 +1,100	+40%	+$136K	0.34%	48
2023 Q4	$310K	Buy	2,780 +280	+11%	+$26.5K	0.27%	51
2023 Q3	$208K	Sell	2,500 -90	-3%	-$7.8K	0.15%	66
2023 Q2	$229K	Buy	+2,590	New	+$185K	0.19%	61

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Plan Group Financial's AVGO Position: Q1 2026 in Review

Plan Group Financial increased its Broadcom (AVGO) stake by 2.1% in Q1 2026, buying an estimated $82.6K and bringing the position to 12,327 shares worth $3.82M. The position accounts for 0.9% of the portfolio, ranked #34.

Plan Group Financial first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.18M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Plan Group Financial held 12,327 shares of Broadcom worth $3.82M as of Q1 2026.
Plan Group Financial bought 251 Broadcom shares in Q1 2026, an estimated $82.6K.
Broadcom made up 0.9% of Plan Group Financial's portfolio in Q1 2026, its #34 holding.
Plan Group Financial first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Plan Group Financial's Broadcom position peaked at $4.18M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.