PlanVest Financial’s Broadcom AVGO Stock Holding History

PlanVest 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 Q2	$667K	Buy	1,766 +370	+27%	+$148K	0.45%	43
2026 Q1	$432K	Buy	+1,396	New	+$459K	0.33%	58

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 $1.9T AUM 41.92% 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

PlanVest Financial's AVGO Position: Q2 2026 in Review

PlanVest Financial increased its Broadcom (AVGO) stake by 27% in Q2 2026, buying an estimated $148K and bringing the position to 1,766 shares worth $667K. The position accounts for 0.45% of the portfolio, ranked #43.

PlanVest Financial first reported a position in AVGO in Q1 2026 and has held it in 2 quarters since. 4,632 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

PlanVest Financial held 1,766 shares of Broadcom worth $667K as of Q2 2026.
PlanVest Financial bought 370 Broadcom shares in Q2 2026, an estimated $148K.
Broadcom made up 0.45% of PlanVest Financial's portfolio in Q2 2026, its #43 holding.
PlanVest Financial first reported a position in Broadcom in Q1 2026 and has held it in 2 quarters since.
4,632 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.