Spartan Planning & Wealth Management’s Broadcom AVGO Stock Holding History

Spartan Planning & Wealth Management’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	$2.17M	Buy	5,752 +462	+9%	+$185K	1.45%	20
2026 Q1	$1.64M	Sell	5,290 -4,362	-45%	-$1.44M	1.21%	18
2025 Q4	$3.34M	Buy	9,652 +720	+8%	+$257K	2.46%	11
2025 Q3	$2.95M	Buy	8,932 +97	+1%	+$29.8K	2.3%	12
2025 Q2	$2.44M	Buy	8,835 +2,913	+49%	+$633K	2.09%	14
2025 Q1	$992K	Sell	5,922 -1,532	-21%	-$324K	0.96%	26
2024 Q4	$1.73M	Buy	+7,454	New	+$1.38M	1.58%	18
2023 Q4	$622K	Buy	5,570 +3,970	+248%	+$376K	0.66%	27
2023 Q3	$133K	Buy	+1,600	New	+$139K	0.16%	71
2022 Q4	$106K	Buy	+1,890	New	+$94.8K	0.13%	82
2022 Q2	–	Sell	-1,610	Closed	-$101K	–	94
2022 Q1	$101K	Buy	+1,610	New	+$95.6K	0.13%	67

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Spartan Planning & Wealth Management's AVGO Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Broadcom (AVGO) stake by 8.7% in Q2 2026, buying an estimated $185K and bringing the position to 5,752 shares worth $2.17M. The position accounts for 1.45% of the portfolio, ranked #20.

Spartan Planning & Wealth Management first reported a position in AVGO in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.34M in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Spartan Planning & Wealth Management held 5,752 shares of Broadcom worth $2.17M as of Q2 2026.
Spartan Planning & Wealth Management bought 462 Broadcom shares in Q2 2026, an estimated $185K.
Broadcom made up 1.45% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #20 holding.
Spartan Planning & Wealth Management first reported a position in Broadcom in Q1 2022 and has held it in 11 quarters since.
Spartan Planning & Wealth Management's Broadcom position peaked at $3.34M in Q4 2025.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.