RFA
AVGO icon

ROI Financial Advisors’s Broadcom AVGO Stock Holding History

ROI 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 		$11.5M Sell
30,470
-286
-0.9% -$115K 5.96% 4
2026
Q1 		$9.52M Sell
30,756
-1,238
-4% -$407K 5.69% 4
2025
Q4 		$11.1M Sell
31,994
-1,767
-5% -$632K 6.36% 3
2025
Q3 		$11.1M Sell
33,761
-4,925
-13% -$1.51M 6.65% 2
2025
Q2 		$10.7M Buy
38,686
+98
+0.3% +$21.3K 6.78% 2
2025
Q1 		$6.46M Sell
38,588
-360
-0.9% -$76.2K 4.69% 5
2024
Q4 		$9.03M Sell
38,948
-1,640
-4% -$303K 6.15% 4
2024
Q3 		$7M Sell
40,588
-1,532
-4% -$246K 4.84% 6
2024
Q2 		$6.76M Buy
42,120
+70
+0.2% +$9.81K 4.91% 6
2024
Q1 		$5.57M Sell
42,050
-1,260
-3% -$156K 4.38% 6
2023
Q4 		$4.83M Buy
+43,310
New +$4.1M 4% 8

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

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

ROI Financial Advisors reduced its Broadcom (AVGO) stake by 0.93% in Q2 2026, selling an estimated $115K and leaving 30,470 shares worth $11.5M. The position accounts for 5.96% of the portfolio, ranked #4.

ROI Financial Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • ROI Financial Advisors held 30,470 shares of Broadcom worth $11.5M as of Q2 2026.
  • ROI Financial Advisors sold 286 Broadcom shares in Q2 2026, an estimated $115K.
  • Broadcom made up 5.96% of ROI Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • ROI Financial Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.