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Retirement Planning Company of New England’s Broadcom AVGO Stock Holding History

Retirement Planning Company of New England’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 		$5.1M Sell
13,500
-1,737
-11% -$696K 1.84% 7
2026
Q1 		$4.72M Buy
15,237
+204
+1% +$67.1K 1.92% 6
2025
Q4 		$5.2M Sell
15,033
-269
-2% -$96.2K 2.09% 6
2025
Q3 		$5.05M Sell
15,302
-591
-4% -$181K 2.03% 5
2025
Q2 		$4.38M Buy
15,893
+298
+2% +$64.7K 1.95% 8
2025
Q1 		$2.61M Sell
15,595
-344
-2% -$72.8K 1.3% 17
2024
Q4 		$3.7M Sell
15,939
-443
-3% -$81.9K 1.79% 9
2024
Q3 		$2.83M Buy
16,382
+632
+4% +$101K 1.41% 13
2024
Q2 		$2.53M Sell
15,750
-80
-0.5% -$11.2K 1.38% 13
2024
Q1 		$2.1M Sell
15,830
-25,890
-62% -$3.21M 1.15% 18
2023
Q4 		$4.66M Sell
41,720
-410
-1% -$38.8K 2.1% 6
2023
Q3 		$3.5M Buy
42,130
+22,540
+115% +$1.95M 1.95% 9
2023
Q2 		$1.7M Sell
19,590
-260
-1% -$18.5K 0.98% 22
2023
Q1 		$1.27M Sell
19,850
-160
-0.8% -$9.63K 0.77% 33
2022
Q4 		$1.12M Buy
20,010
+440
+2% +$22.1K 0.73% 40
2022
Q3 		$868K Buy
19,570
+330
+2% +$16.9K 0.63% 48
2022
Q2 		$934K Buy
19,240
+2,500
+15% +$140K 0.64% 47
2022
Q1 		$1.05M Buy
16,740
+3,200
+24% +$190K 0.6% 50
2021
Q4 		$901K Buy
+13,540
New +$761K 0.44% 58

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's AVGO Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $696K and leaving 13,500 shares worth $5.1M. The position accounts for 1.84% of the portfolio, ranked #7.

Retirement Planning Company of New England first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.2M in Q4 2025. 3,381 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Retirement Planning Company of New England held 13,500 shares of Broadcom worth $5.1M as of Q2 2026.
  • Retirement Planning Company of New England sold 1,737 Broadcom shares in Q2 2026, an estimated $696K.
  • Broadcom made up 1.84% of Retirement Planning Company of New England's portfolio in Q2 2026, its #7 holding.
  • Retirement Planning Company of New England first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Broadcom position peaked at $5.2M in Q4 2025.
  • 3,381 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.