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SC&H Financial Advisors’s Broadcom AVGO Stock Holding History

SC&H 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 		$975K Sell
2,580
-222
-8% -$89K 0.13% 74
2026
Q1 		$867K Hold
2,802
– – 0.13% 72
2025
Q4 		$970K Sell
2,802
-614
-18% -$220K 0.15% 68
2025
Q3 		$1.13M Buy
3,416
+68
+2% +$20.9K 0.18% 61
2025
Q2 		$923K Buy
3,348
+173
+5% +$37.6K 0.16% 71
2025
Q1 		$532K Sell
3,175
-100
-3% -$21.2K 0.1% 86
2024
Q4 		$759K Sell
3,275
-100
-3% -$18.5K 0.16% 77
2024
Q3 		$582K Buy
3,375
+995
+42% +$160K 0.13% 87
2024
Q2 		$381K Hold
2,380
– – 0.09% 101
2024
Q1 		$315K Hold
2,380
– – 0.08% 110
2023
Q4 		$265K Buy
+2,380
New +$225K 0.08% 117
2023
Q3 		– Sell
-2,380
Closed -$206K – 131
2023
Q2 		$206K Buy
+2,380
New +$170K 0.07% 131

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

SC&H Financial Advisors's AVGO Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Broadcom (AVGO) stake by 7.9% in Q2 2026, selling an estimated $89K and leaving 2,580 shares worth $975K. The position accounts for 0.13% of the portfolio, ranked #74.

SC&H Financial Advisors first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SC&H Financial Advisors held 2,580 shares of Broadcom worth $975K as of Q2 2026.
  • SC&H Financial Advisors sold 222 Broadcom shares in Q2 2026, an estimated $89K.
  • Broadcom made up 0.13% of SC&H Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • SC&H Financial Advisors first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • SC&H Financial Advisors's Broadcom position peaked at $1.13M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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