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Ridgeline Wealth Planning’s Broadcom AVGO Stock Holding History

Ridgeline Wealth Planning’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 		$492K Buy
1,302
+27
+2% +$10.8K 0.31% 30
2026
Q1 		$395K Buy
1,275
+50
+4% +$16.5K 0.29% 37
2025
Q4 		$424K Buy
1,225
+238
+24% +$85.1K 0.3% 33
2025
Q3 		$326K Buy
987
+83
+9% +$25.5K 0.24% 35
2025
Q2 		$249K Buy
+904
New +$196K 0.21% 37

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Ridgeline Wealth Planning's AVGO Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its Broadcom (AVGO) stake by 2.1% in Q2 2026, buying an estimated $10.8K and bringing the position to 1,302 shares worth $492K. The position accounts for 0.31% of the portfolio, ranked #30.

Ridgeline Wealth Planning first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 2,471 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ridgeline Wealth Planning held 1,302 shares of Broadcom worth $492K as of Q2 2026.
  • Ridgeline Wealth Planning bought 27 Broadcom shares in Q2 2026, an estimated $10.8K.
  • Broadcom made up 0.31% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #30 holding.
  • Ridgeline Wealth Planning first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.