Sound Financial Strategies Group’s Broadcom AVGO Stock Holding History

Sound Financial Strategies 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	$385K	Buy	1,020 +87	+9%	+$34.9K	0.24%	60
2026 Q1	$289K	Buy	933 +82	+10%	+$27K	0.2%	77
2025 Q4	$295K	Buy	+851	New	+$304K	0.21%	100
2022 Q1	–	Sell	-13,000	Closed	-$865K	–	73
2021 Q4	$865K	Sell	13,000 -630	-5%	-$35.4K	0.43%	24
2021 Q3	$661K	Buy	13,630 +420	+3%	+$20.4K	0.33%	36
2021 Q2	$630K	Buy	+13,210	New	+$612K	0.31%	42

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sound Financial Strategies Group's AVGO Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Broadcom (AVGO) stake by 9.3% in Q2 2026, buying an estimated $34.9K and bringing the position to 1,020 shares worth $385K. The position accounts for 0.24% of the portfolio, ranked #60.

Sound Financial Strategies Group first reported a position in AVGO in Q2 2021 and has held it in 6 quarters since. The position peaked at $865K in Q4 2021. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Sound Financial Strategies Group held 1,020 shares of Broadcom worth $385K as of Q2 2026.
Sound Financial Strategies Group bought 87 Broadcom shares in Q2 2026, an estimated $34.9K.
Broadcom made up 0.24% of Sound Financial Strategies Group's portfolio in Q2 2026, its #60 holding.
Sound Financial Strategies Group first reported a position in Broadcom in Q2 2021 and has held it in 6 quarters since.
Sound Financial Strategies Group's Broadcom position peaked at $865K in Q4 2021.
4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.