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Ritter Daniher Financial Advisory’s Broadcom AVGO Stock Holding History

Ritter Daniher Financial Advisory’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 		$655K Hold
1,734
– – 0.1% 93
2026
Q1 		$537K Sell
1,734
-52
-3% -$17.1K 0.09% 95
2025
Q4 		$618K Sell
1,786
-75
-4% -$26.8K 0.1% 92
2025
Q3 		$614K Sell
1,861
-69
-4% -$21.2K 0.11% 89
2025
Q2 		$532K Hold
1,930
– – 0.13% 52
2025
Q1 		$323K Sell
1,930
-279
-13% -$59K 0.09% 67
2024
Q4 		$512K Sell
2,209
-441
-17% -$81.6K 0.14% 49
2024
Q3 		$457K Hold
2,650
– – 0.13% 51
2024
Q2 		$425K Buy
2,650
+150
+6% +$21K 0.14% 52
2024
Q1 		$331K Hold
2,500
– – 0.11% 59
2023
Q4 		$279K Sell
2,500
-40
-2% -$3.79K 0.1% 63
2023
Q3 		$211K Buy
2,540
+270
+12% +$23.4K 0.09% 68
2023
Q2 		$197K Sell
2,270
-750
-25% -$53.5K 0.08% 68
2023
Q1 		$194K Buy
3,020
+1,300
+76% +$78.2K 0.09% 71
2022
Q4 		$96.2K Buy
1,720
+980
+132% +$49.1K 0.05% 104
2022
Q3 		$33K Buy
740
+430
+139% +$22K 0.02% 133
2022
Q2 		$15K Hold
310
– – 0.01% 148
2022
Q1 		$20K Buy
+310
New +$18.4K 0.01% 142

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

Ritter Daniher Financial Advisory's AVGO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Broadcom (AVGO) position steady in Q2 2026 at 1,734 shares worth $655K. The position accounts for 0.1% of the portfolio, ranked #93.

Ritter Daniher Financial Advisory first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ritter Daniher Financial Advisory held 1,734 shares of Broadcom worth $655K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.1% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #93 holding.
  • Ritter Daniher Financial Advisory first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.