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Prism Planning Partners’s Broadcom AVGO Stock Holding History

Prism Planning Partners’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 		– Sell
-101
Closed -$31.2K – 36
2026
Q1 		$31.2K Sell
101
-1,179
-92% -$388K 0.04% 42
2025
Q4 		$443K Buy
+1,280
New +$458K 0.5% 25

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

Prism Planning Partners's AVGO Position: Q2 2026 in Review

Prism Planning Partners sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 101 shares — an estimated $31.2K sold.

Prism Planning Partners first reported a position in AVGO in Q4 2025 and held it in 2 quarters. The position peaked at $443K in Q4 2025. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Prism Planning Partners reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Prism Planning Partners sold 101 Broadcom shares in Q2 2026, an estimated $31.2K.
  • Prism Planning Partners first reported a position in Broadcom in Q4 2025 and held it in 2 quarters.
  • Prism Planning Partners's Broadcom position peaked at $443K in Q4 2025.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.