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Prosperity Financial Group’s Broadcom AVGO Stock Holding History

Prosperity Financial Group’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 		$3.63M Buy
9,599
+529
+6% +$212K 1.12% 28
2026
Q1 		$2.81M Sell
9,070
-4,814
-35% -$1.58M 1.04% 30
2025
Q4 		$4.81M Buy
13,884
+1,148
+9% +$411K 1.73% 14
2025
Q3 		$4.2M Buy
12,736
+1,357
+12% +$416K 1.54% 15
2025
Q2 		$3.14M Buy
11,379
+49
+0.4% +$10.6K 1.33% 25
2025
Q1 		$1.9M Buy
11,330
+121
+1% +$25.6K 0.94% 32
2024
Q4 		$2.6M Buy
11,209
+1,537
+16% +$284K 1.29% 22
2024
Q3 		$1.67M Buy
9,672
+512
+6% +$82.1K 0.93% 32
2024
Q2 		$1.47M Buy
9,160
+560
+7% +$78.5K 0.93% 37
2024
Q1 		$1.14M Buy
8,600
+690
+9% +$85.5K 0.7% 43
2023
Q4 		$883K Buy
7,910
+60
+0.8% +$5.68K 0.61% 42
2023
Q3 		$652K Buy
7,850
+400
+5% +$34.7K 0.54% 43
2023
Q2 		$646K Buy
7,450
+730
+11% +$52.1K 0.57% 43
2023
Q1 		$431K Buy
6,720
+450
+7% +$27.1K 0.44% 53
2022
Q4 		$351K Buy
+6,270
New +$314K 0.38% 55

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

Prosperity Financial Group's AVGO Position: Q2 2026 in Review

Prosperity Financial Group increased its Broadcom (AVGO) stake by 5.8% in Q2 2026, buying an estimated $212K and bringing the position to 9,599 shares worth $3.63M. The position accounts for 1.12% of the portfolio, ranked #28.

Prosperity Financial Group first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.81M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Prosperity Financial Group held 9,599 shares of Broadcom worth $3.63M as of Q2 2026.
  • Prosperity Financial Group bought 529 Broadcom shares in Q2 2026, an estimated $212K.
  • Broadcom made up 1.12% of Prosperity Financial Group's portfolio in Q2 2026, its #28 holding.
  • Prosperity Financial Group first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Financial Group's Broadcom position peaked at $4.81M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.