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AVGO icon

Roxbury Financial’s Broadcom AVGO Stock Holding History

Roxbury Financial’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 		$257K Buy
682
+1
+0.1% +$401 0.2% 89
2026
Q1 		$211K Hold
681
– – 0.19% 89
2025
Q4 		$236K Buy
681
+1
+0.1% +$358 0.21% 83
2025
Q3 		$224K Buy
680
+1
+0.1% +$307 0.21% 82
2025
Q2 		$187K Buy
679
+2
+0.3% +$434 0.18% 91
2025
Q1 		$135K Sell
677
-18
-3% -$3.81K 0.13% 105
2024
Q4 		$113K Buy
+695
New +$129K 0.11% 111

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

Roxbury Financial's AVGO Position: Q2 2026 in Review

Roxbury Financial increased its Broadcom (AVGO) stake by 0.15% in Q2 2026, buying an estimated $401 and bringing the position to 682 shares worth $257K. The position accounts for 0.2% of the portfolio, ranked #89.

Roxbury Financial first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Roxbury Financial held 682 shares of Broadcom worth $257K as of Q2 2026.
  • Roxbury Financial bought 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.2% of Roxbury Financial's portfolio in Q2 2026, its #89 holding.
  • Roxbury Financial first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.