Roth Financial Partners’s Broadcom AVGO Stock Holding History

Roth 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	$404K	Buy	1,070 +290	+37%	+$116K	0.12%	28
2026 Q1	$241K	Sell	780 -1,520	-66%	-$500K	0.08%	30
2025 Q4	$796K	Hold	2,300	–	–	0.26%	19
2025 Q3	$759K	Hold	2,300	–	–	0.26%	19
2025 Q2	$634K	Hold	2,300	–	–	0.23%	19
2025 Q1	$385K	Hold	2,300	–	–	0.15%	24
2024 Q4	$533K	Hold	2,300	–	–	0.21%	21
2024 Q3	$397K	Hold	2,300	–	–	0.16%	22
2024 Q2	$369K	Hold	2,300	–	–	0.16%	23
2024 Q1	$305K	Hold	2,300	–	–	0.14%	24
2023 Q4	$257K	Buy	2,300 +780	+51%	+$73.9K	0.13%	25
2023 Q3	$126K	Hold	1,520	–	–	0.08%	26
2023 Q2	$132K	Buy	+1,520	New	+$108K	0.08%	25
2022 Q2	–	Sell	-3,950	Closed	-$249K	–	29
2022 Q1	$249K	Buy	+3,950	New	+$235K	0.18%	23

Other funds holding AVGO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Roth Financial Partners increased its Broadcom (AVGO) stake by 37% in Q2 2026, buying an estimated $116K and bringing the position to 1,070 shares worth $404K. The position accounts for 0.12% of the portfolio, ranked #28.

Roth Financial Partners first reported a position in AVGO in Q1 2022 and has held it in 14 quarters since. The position peaked at $796K in Q4 2025. 2,781 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Roth Financial Partners held 1,070 shares of Broadcom worth $404K as of Q2 2026.
Roth Financial Partners bought 290 Broadcom shares in Q2 2026, an estimated $116K.
Broadcom made up 0.12% of Roth Financial Partners's portfolio in Q2 2026, its #28 holding.
Roth Financial Partners first reported a position in Broadcom in Q1 2022 and has held it in 14 quarters since.
Roth Financial Partners's Broadcom position peaked at $796K in Q4 2025.
2,781 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.