Quantum Financial Advisors’s Broadcom AVGO Stock Holding History

Quantum Financial Advisors’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	$1.37M	Sell	3,639 -68	-2%	-$27.3K	0.14%	71
2026 Q1	$1.15M	Buy	3,707 +1	+0%	+$329	0.13%	65
2025 Q4	$1.28M	Sell	3,706 -3,641	-50%	-$1.3M	0.14%	67
2025 Q3	$2.42M	Hold	7,347	–	–	0.3%	53
2025 Q2	$2.03M	Buy	7,347 +20	+0.3%	+$4.34K	0.27%	51
2025 Q1	$1.23M	Hold	7,327	–	–	0.18%	65
2024 Q4	$1.7M	Sell	7,327 -685	-9%	-$127K	0.26%	53
2024 Q3	$1.38M	Sell	8,012 -418	-5%	-$67K	0.22%	56
2024 Q2	$1.35M	Sell	8,430 -2,500	-23%	-$350K	0.24%	56
2024 Q1	$1.45M	Buy	10,930 +2,500	+30%	+$310K	0.27%	53
2023 Q4	$941K	Sell	8,430 -1,980	-19%	-$187K	0.23%	31
2023 Q3	$865K	Buy	10,410 +2,290	+28%	+$199K	0.25%	30
2023 Q2	$704K	Hold	8,120	–	–	0.21%	31
2023 Q1	$521K	Hold	8,120	–	–	0.16%	40
2022 Q4	$454K	Buy	8,120 +80	+1%	+$4.01K	0.2%	37
2022 Q3	$357K	Buy	8,040 +50	+0.6%	+$2.55K	0.16%	41
2022 Q2	$440K	Buy	+7,990	New	+$448K	0.17%	42

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 $2.3T AUM 54.33% 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

Quantum Financial Advisors's AVGO Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Broadcom (AVGO) stake by 1.8% in Q2 2026, selling an estimated $27.3K and leaving 3,639 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #71.

Quantum Financial Advisors first reported a position in AVGO in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.42M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Quantum Financial Advisors held 3,639 shares of Broadcom worth $1.37M as of Q2 2026.
Quantum Financial Advisors sold 68 Broadcom shares in Q2 2026, an estimated $27.3K.
Broadcom made up 0.14% of Quantum Financial Advisors's portfolio in Q2 2026, its #71 holding.
Quantum Financial Advisors first reported a position in Broadcom in Q2 2022 and has held it in 17 quarters since.
Quantum Financial Advisors's Broadcom position peaked at $2.42M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.