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Rollins Financial Advisors’s Broadcom AVGO Stock Holding History

Rollins 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 		$1.32M Buy
3,495
+311
+10% +$125K 0.17% 65
2026
Q1 		$986K Buy
3,184
+561
+21% +$185K 0.16% 69
2025
Q4 		$908K Buy
2,623
+187
+8% +$66.9K 0.13% 67
2025
Q3 		$804K Sell
2,436
-232
-9% -$71.2K 0.12% 67
2025
Q2 		$735K Buy
2,668
+776
+41% +$169K 0.12% 69
2025
Q1 		$317K Sell
1,892
-3,266
-63% -$691K 0.06% 100
2024
Q4 		$1.2M Buy
5,158
+378
+8% +$69.9K 0.19% 53
2024
Q3 		$824K Buy
4,780
+250
+6% +$40.1K 0.14% 61
2024
Q2 		$727K Buy
4,530
+1,030
+29% +$144K 0.12% 66
2024
Q1 		$464K Buy
3,500
+1,100
+46% +$136K 0.09% 76
2023
Q4 		$268K Buy
+2,400
New +$227K 0.06% 86

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

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

Rollins Financial Advisors increased its Broadcom (AVGO) stake by 9.8% in Q2 2026, buying an estimated $125K and bringing the position to 3,495 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #65.

Rollins Financial Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Rollins Financial Advisors held 3,495 shares of Broadcom worth $1.32M as of Q2 2026.
  • Rollins Financial Advisors bought 311 Broadcom shares in Q2 2026, an estimated $125K.
  • Broadcom made up 0.17% of Rollins Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Rollins Financial Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.