Prota Financial’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
$293K Sell
794
-63
-7% -$25.3K 0.19% 57
2026
Q1
$265K Hold
857
0.19% 56
2025
Q4
$297K Buy
+857
New +$306K 0.21% 56

Other funds holding AVGO

Prota Financial's AVGO Position: Q2 2026 in Review

Prota Financial reduced its Broadcom (AVGO) stake by 7.4% in Q2 2026, selling an estimated $25.3K and leaving 794 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #57.

Prota Financial first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 1,459 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Prota Financial held 794 shares of Broadcom worth $293K as of Q2 2026.
  • Prota Financial sold 63 Broadcom shares in Q2 2026, an estimated $25.3K.
  • Broadcom made up 0.19% of Prota Financial's portfolio in Q2 2026, its #57 holding.
  • Prota Financial first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's Broadcom position peaked at $297K in Q4 2025.
  • 1,459 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.