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Principal Securities’s Broadcom AVGO Stock Holding History

Principal Securities’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 		$48.5M Buy
128,290
+2,109
+2% +$846K 0.58% 30
2026
Q1 		$39.1M Buy
126,181
+12,847
+11% +$4.23M 0.57% 34
2025
Q4 		$39.2M Buy
113,334
+6,875
+6% +$2.46M 0.61% 33
2025
Q3 		$35.1M Sell
106,459
-3,272
-3% -$1M 0.58% 33
2025
Q2 		$30.2M Buy
109,731
+23,284
+27% +$5.06M 0.57% 33
2025
Q1 		$20M Buy
86,447
+132
+0.2% +$27.9K 0.45% 45
2024
Q4 		$20M Buy
86,315
+21,603
+33% +$4M 0.45% 45
2024
Q3 		$11.2M Buy
64,712
+18,532
+40% +$2.97M 0.27% 71
2024
Q2 		$7.41M Buy
46,180
+3,520
+8% +$493K 0.2% 90
2024
Q1 		$5.65M Buy
42,660
+300
+0.7% +$37.2K 0.18% 114
2023
Q4 		$4.73M Buy
+42,360
New +$4.01M 0.18% 117

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

Principal Securities's AVGO Position: Q2 2026 in Review

Principal Securities increased its Broadcom (AVGO) stake by 1.7% in Q2 2026, buying an estimated $846K and bringing the position to 128,290 shares worth $48.5M. The position accounts for 0.58% of the portfolio, ranked #30.

Principal Securities first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Principal Securities held 128,290 shares of Broadcom worth $48.5M as of Q2 2026.
  • Principal Securities bought 2,109 Broadcom shares in Q2 2026, an estimated $846K.
  • Broadcom made up 0.58% of Principal Securities's portfolio in Q2 2026, its #30 holding.
  • Principal Securities first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.