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Root Financial Partners’s Broadcom AVGO Stock Holding History

Root Financial Partners’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 		$12.3M Buy
32,554
+1,572
+5% +$630K 0.48% 23
2026
Q1 		$9.59M Sell
30,982
-2,313
-7% -$761K 0.44% 26
2025
Q4 		$11.5M Buy
33,295
+12,016
+56% +$4.3M 0.59% 23
2025
Q3 		$7.02M Buy
21,279
+703
+3% +$216K 0.43% 26
2025
Q2 		$5.67M Buy
20,576
+15,127
+278% +$3.28M 0.55% 28
2025
Q1 		$932K Sell
5,449
-2,380
-30% -$504K 0.1% 71
2024
Q4 		$1.82M Buy
7,829
+3,265
+72% +$604K 0.23% 35
2024
Q3 		$787K Buy
4,564
+924
+25% +$148K 0.13% 63
2024
Q2 		$585K Buy
3,640
+1,290
+55% +$181K 0.14% 61
2024
Q1 		$312K Buy
2,350
+180
+8% +$22.3K 0.09% 76
2023
Q4 		$243K Buy
+2,170
New +$205K 0.09% 69

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

Root Financial Partners's AVGO Position: Q2 2026 in Review

Root Financial Partners increased its Broadcom (AVGO) stake by 5.1% in Q2 2026, buying an estimated $630K and bringing the position to 32,554 shares worth $12.3M. The position accounts for 0.48% of the portfolio, ranked #23.

Root Financial Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Root Financial Partners held 32,554 shares of Broadcom worth $12.3M as of Q2 2026.
  • Root Financial Partners bought 1,572 Broadcom shares in Q2 2026, an estimated $630K.
  • Broadcom made up 0.48% of Root Financial Partners's portfolio in Q2 2026, its #23 holding.
  • Root Financial Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.