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Retirement Planning Group (Kansas)’s Broadcom AVGO Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.38M Buy
6,311
+439
+7% +$176K 0.06% 136
2026
Q1 		$1.82M Sell
5,872
-275
-4% -$90.5K 0.06% 145
2025
Q4 		$2.13M Buy
6,147
+425
+7% +$152K 0.07% 110
2025
Q3 		$1.89M Buy
5,722
+1,749
+44% +$537K 0.07% 119
2025
Q2 		$1.1M Buy
3,973
+135
+4% +$29.3K 0.05% 136
2025
Q1 		$643K Buy
3,838
+1,598
+71% +$338K 0.03% 177
2024
Q4 		$519K Buy
2,240
+104
+5% +$19.2K 0.03% 181
2024
Q3 		$368K Sell
2,136
-244
-10% -$39.1K 0.02% 200
2024
Q2 		$382K Buy
2,380
+20
+0.8% +$2.8K 0.02% 176
2024
Q1 		$313K Buy
+2,360
New +$292K 0.02% 173

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

Retirement Planning Group (Kansas)'s AVGO Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Broadcom (AVGO) stake by 7.5% in Q2 2026, buying an estimated $176K and bringing the position to 6,311 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #136.

Retirement Planning Group (Kansas) first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Retirement Planning Group (Kansas) held 6,311 shares of Broadcom worth $2.38M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 439 Broadcom shares in Q2 2026, an estimated $176K.
  • Broadcom made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #136 holding.
  • Retirement Planning Group (Kansas) first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.