Plante Moran Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.1M | Buy |
2,914
+657
| +29% | +$263K | 0.05% | 45 |
|
|
2026
Q1 | $699K | Buy |
2,257
+97
| +4% | +$31.9K | 0.05% | 66 |
|
|
2025
Q4 | $748K | Buy |
2,160
+95
| +5% | +$34K | 0.05% | 68 |
|
|
2025
Q3 | $681K | Sell |
2,065
-210
| -9% | -$64.4K | 0.04% | 65 |
|
|
2025
Q2 | $627K | Sell |
2,275
-458
| -17% | -$99.5K | 0.04% | 70 |
|
|
2025
Q1 | $458K | Buy |
2,733
+685
| +33% | +$145K | 0.04% | 85 |
|
|
2024
Q4 | $475K | Sell |
2,048
-1,506
| -42% | -$279K | 0.04% | 93 |
|
|
2024
Q3 | $613K | Sell |
3,554
-586
| -14% | -$93.9K | 0.05% | 75 |
|
|
2024
Q2 | $665K | Sell |
4,140
-2,700
| -39% | -$378K | 0.07% | 66 |
|
|
2024
Q1 | $907K | Buy |
6,840
+3,890
| +132% | +$482K | 0.1% | 52 |
|
|
2023
Q4 | $329K | Buy |
2,950
+1,170
| +66% | +$111K | 0.03% | 116 |
|
|
2023
Q3 | $148K | Sell |
1,780
-190
| -10% | -$16.5K | 0.02% | 184 |
|
|
2023
Q2 | $171K | Buy |
1,970
+120
| +6% | +$8.56K | 0.02% | 174 |
|
|
2023
Q1 | $119K | Sell |
1,850
-340
| -16% | -$20.5K | 0.02% | 209 |
|
|
2022
Q4 | $122K | Buy |
2,190
+20
| +0.9% | +$1K | 0.02% | 208 |
|
|
2022
Q3 | $96K | Sell |
2,170
-360
| -14% | -$18.4K | 0.02% | 217 |
|
|
2022
Q2 | $123K | Sell |
2,530
-580
| -19% | -$32.6K | 0.02% | 197 |
|
|
2022
Q1 | $196K | Sell |
3,110
-2,120
| -41% | -$126K | 0.04% | 161 |
|
|
2021
Q4 | $348K | Sell |
5,230
-3,990
| -43% | -$224K | 0.06% | 122 |
|
|
2021
Q3 | $447K | Buy |
9,220
+6,310
| +217% | +$307K | 0.1% | 99 |
|
|
2021
Q2 | $139K | Buy |
2,910
+110
| +4% | +$5.1K | 0.03% | 213 |
|
|
2021
Q1 | $130K | Buy |
2,800
+2,050
| +273% | +$94.8K | 0.04% | 217 |
|
|
2020
Q4 | $33K | Sell |
750
-640
| -46% | -$24.9K | 0.01% | 425 |
|
|
2020
Q3 | $51K | Buy |
1,390
+380
| +38% | +$12.7K | 0.02% | 317 |
|
|
2020
Q2 | $32K | Sell |
1,010
-130
| -11% | -$3.64K | 0.01% | 350 |
|
|
2020
Q1 | $27K | Sell |
1,140
-30
| -3% | -$845 | 0.01% | 340 |
|
|
2019
Q4 | $37K | Buy |
1,170
+320
| +38% | +$9.72K | 0.01% | 363 |
|
|
2019
Q3 | $23K | Sell |
850
-350
| -29% | -$9.95K | 0.01% | 464 |
|
|
2019
Q2 | $35K | Buy |
1,200
+600
| +100% | +$17.5K | 0.01% | 397 |
|
|
2019
Q1 | $18K | Hold |
600
| – | – | 0.01% | 484 |
|
|
2018
Q4 | $15K | Hold |
600
| – | – | 0.01% | 452 |
|
|
2018
Q3 | $15K | Sell |
600
-2,040
| -77% | -$45.7K | ﹤0.01% | 454 |
|
|
2018
Q2 | $64K | Sell |
2,640
-1,200
| -31% | -$29.4K | 0.03% | 287 |
|
|
2018
Q1 | $90K | Buy |
3,840
+250
| +7% | +$6.29K | 0.05% | 249 |
|
|
2017
Q4 | $92K | Buy |
3,590
+350
| +11% | +$9.1K | 0.05% | 237 |
|
|
2017
Q3 | $79K | Hold |
3,240
| – | – | 0.05% | 238 |
|
|
2017
Q2 | $76K | Sell |
3,240
-830
| -20% | -$19.3K | 0.05% | 248 |
|
|
2017
Q1 | $89K | Sell |
4,070
-100
| -2% | -$2.06K | 0.05% | 222 |
|
|
2016
Q4 | $74K | Sell |
4,170
-4,710
| -53% | -$81.6K | 0.05% | 260 |
|
|
2016
Q3 | $153K | Buy |
8,880
+2,670
| +43% | +$44.7K | 0.1% | 145 |
|
|
2016
Q2 | $97K | Buy |
6,210
+2,260
| +57% | +$34.4K | 0.07% | 188 |
|
|
2016
Q1 | $61K | Sell |
3,950
-910
| -19% | -$12.3K | 0.05% | 235 |
|
|
2015
Q4 | $71K | Sell |
4,860
-310
| -6% | -$4.03K | 0.05% | 227 |
|
|
2015
Q3 | $65K | Buy |
5,170
+4,000
| +342% | +$50.5K | 0.05% | 230 |
|
|
2015
Q2 | $16K | Sell |
1,170
-170
| -13% | -$2.23K | 0.01% | 450 |
|
|
2015
Q1 | $17K | Sell |
1,340
-310
| -19% | -$3.55K | 0.01% | 426 |
|
|
2014
Q4 | $17K | Hold |
1,650
| – | – | 0.01% | 426 |
|
|
2014
Q3 | $14K | Sell |
1,650
-890
| -35% | -$6.95K | 0.01% | 466 |
|
|
2014
Q2 | $18K | Buy |
+2,540
| New | +$17K | 0.02% | 397 |
|
|
2014
Q1 | – | Sell |
-50
| Closed | – | – | 620 |
|
|
2013
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 684 |
|
|
2013
Q3 | $0 | Buy |
+50
| New | +$192 | ﹤0.01% | 635 |
|
Other funds holding AVGO
Plante Moran Financial Advisors's AVGO Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its Broadcom (AVGO) stake by 29% in Q2 2026, buying an estimated $263K and bringing the position to 2,914 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #45.
Plante Moran Financial Advisors first reported a position in AVGO in Q3 2013 and has held it in 51 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Plante Moran Financial Advisors held 2,914 shares of Broadcom worth $1.1M as of Q2 2026.
- Plante Moran Financial Advisors bought 657 Broadcom shares in Q2 2026, an estimated $263K.
- Broadcom made up 0.05% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #45 holding.
- Plante Moran Financial Advisors first reported a position in Broadcom in Q3 2013 and has held it in 51 quarters since.
- 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.