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S Harris Financial Group’s Broadcom AVGO Stock Holding History

S Harris Financial Group’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 		$907K Sell
2,400
-40
-2% -$16K 0.7% 28
2026
Q1 		$755K Buy
2,440
+154
+7% +$50.7K 0.69% 26
2025
Q4 		$791K Buy
+2,286
New +$817K 0.76% 26

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

S Harris Financial Group's AVGO Position: Q2 2026 in Review

S Harris Financial Group reduced its Broadcom (AVGO) stake by 1.6% in Q2 2026, selling an estimated $16K and leaving 2,400 shares worth $907K. The position accounts for 0.7% of the portfolio, ranked #28.

S Harris Financial Group first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • S Harris Financial Group held 2,400 shares of Broadcom worth $907K as of Q2 2026.
  • S Harris Financial Group sold 40 Broadcom shares in Q2 2026, an estimated $16K.
  • Broadcom made up 0.7% of S Harris Financial Group's portfolio in Q2 2026, its #28 holding.
  • S Harris Financial Group first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.