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Shepherd Financial Partners’s Broadcom AVGO Stock Holding History

Shepherd 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 		$11.8M Sell
31,261
-930
-3% -$373K 0.97% 27
2026
Q1 		$9.96M Sell
32,191
-1,231
-4% -$405K 0.95% 29
2025
Q4 		$11.6M Sell
33,422
-585
-2% -$209K 1.07% 27
2025
Q3 		$11.2M Sell
34,007
-182
-0.5% -$55.8K 1.07% 26
2025
Q2 		$9.42M Buy
34,189
+4,669
+16% +$1.01M 1% 29
2025
Q1 		$4.94M Buy
29,520
+889
+3% +$188K 0.58% 38
2024
Q4 		$6.64M Buy
28,631
+2,412
+9% +$446K 0.79% 23
2024
Q3 		$4.52M Buy
26,219
+6,839
+35% +$1.1M 0.54% 34
2024
Q2 		$3.11M Buy
19,380
+230
+1% +$32.2K 0.4% 42
2024
Q1 		$2.54M Sell
19,150
-420
-2% -$52K 0.33% 51
2023
Q4 		$2.18M Buy
19,570
+1,350
+7% +$128K 0.31% 53
2023
Q3 		$1.51M Buy
18,220
+1,280
+8% +$111K 0.24% 67
2023
Q2 		$1.47M Buy
16,940
+820
+5% +$58.5K 0.23% 70
2023
Q1 		$1.03M Hold
16,120
– – 0.17% 83
2022
Q4 		$901K Buy
16,120
+990
+7% +$49.6K 0.16% 87
2022
Q3 		$672K Sell
15,130
-16,600
-52% -$848K 0.13% 98
2022
Q2 		$1.54M Buy
31,730
+2,530
+9% +$142K 0.3% 59
2022
Q1 		$1.84M Buy
29,200
+2,790
+11% +$166K 0.33% 57
2021
Q4 		$1.76M Buy
26,410
+1,770
+7% +$99.5K 0.3% 64
2021
Q3 		$1.19M Buy
+24,640
New +$1.2M 0.23% 78

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

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

Shepherd Financial Partners reduced its Broadcom (AVGO) stake by 2.9% in Q2 2026, selling an estimated $373K and leaving 31,261 shares worth $11.8M. The position accounts for 0.97% of the portfolio, ranked #27.

Shepherd Financial Partners first reported a position in AVGO in Q3 2021 and has held it in 20 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Shepherd Financial Partners held 31,261 shares of Broadcom worth $11.8M as of Q2 2026.
  • Shepherd Financial Partners sold 930 Broadcom shares in Q2 2026, an estimated $373K.
  • Broadcom made up 0.97% of Shepherd Financial Partners's portfolio in Q2 2026, its #27 holding.
  • Shepherd Financial Partners first reported a position in Broadcom in Q3 2021 and has held it in 20 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.