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Souders Financial Advisors’s Broadcom AVGO Stock Holding History

Souders 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 		$11.6M Buy
30,788
+51
+0.2% +$20.4K 1.17% 28
2026
Q1 		$9.51M Buy
30,737
+1,617
+6% +$532K 1.09% 30
2025
Q4 		$10.1M Sell
29,120
-106
-0.4% -$37.9K 1.15% 27
2025
Q3 		$9.64M Sell
29,226
-138
-0.5% -$42.3K 1.15% 27
2025
Q2 		$8.09M Buy
29,364
+95
+0.3% +$20.6K 1.03% 28
2025
Q1 		$4.9M Sell
29,269
-8,098
-22% -$1.71M 0.68% 32
2024
Q4 		$8.66M Sell
37,367
-7,544
-17% -$1.4M 1.21% 21
2024
Q3 		$7.75M Sell
44,911
-5,729
-11% -$918K 1.08% 22
2024
Q2 		$8.13M Sell
50,640
-1,220
-2% -$171K 1.23% 22
2024
Q1 		$6.87M Sell
51,860
-14,460
-22% -$1.79M 1.08% 24
2023
Q4 		$7.4M Buy
66,320
+8,260
+14% +$782K 1.27% 21
2023
Q3 		$4.82M Sell
58,060
-14,940
-20% -$1.3M 0.93% 31
2023
Q2 		$6.33M Sell
73,000
-8,760
-11% -$625K 1.21% 24
2023
Q1 		$5.25M Sell
81,760
-520
-0.6% -$31.3K 1.11% 26
2022
Q4 		$4.6M Buy
82,280
+1,520
+2% +$76.2K 1.05% 28
2022
Q3 		$3.59M Sell
80,760
-4,710
-6% -$241K 0.97% 27
2022
Q2 		$4.15M Buy
85,470
+1,930
+2% +$108K 1.19% 22
2022
Q1 		$5.26M Buy
83,540
+2,100
+3% +$125K 1.52% 15
2021
Q4 		$5.42M Sell
81,440
-1,710
-2% -$96.1K 1.56% 15
2021
Q3 		$4.03M Buy
83,150
+1,200
+1% +$58.4K 1.3% 19
2021
Q2 		$3.91M Sell
81,950
-1,250
-2% -$57.9K 1.32% 19
2021
Q1 		$3.86M Sell
83,200
-3,790
-4% -$175K 1.51% 13
2020
Q4 		$3.81M Buy
86,990
+870
+1% +$33.9K 1.66% 14
2020
Q3 		$3.13M Buy
86,120
+2,420
+3% +$81.1K 1.48% 18
2020
Q2 		$2.64M Buy
83,700
+18,940
+29% +$530K 1.51% 18
2020
Q1 		$1.53M Buy
+64,760
New +$1.82M 1.36% 16

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

Souders Financial Advisors's AVGO Position: Q2 2026 in Review

Souders Financial Advisors increased its Broadcom (AVGO) stake by 0.17% in Q2 2026, buying an estimated $20.4K and bringing the position to 30,788 shares worth $11.6M. The position accounts for 1.17% of the portfolio, ranked #28.

Souders Financial Advisors first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Souders Financial Advisors held 30,788 shares of Broadcom worth $11.6M as of Q2 2026.
  • Souders Financial Advisors bought 51 Broadcom shares in Q2 2026, an estimated $20.4K.
  • Broadcom made up 1.17% of Souders Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Souders Financial Advisors first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.