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

SS&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 		$310K Buy
+820
New +$329K 0.08% 109
2025
Q4 		$284K Hold
820
– – 0.08% 113
2025
Q3 		$271K Hold
820
– – 0.08% 117
2025
Q2 		$226K Buy
+820
New +$178K 0.08% 117

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

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

SS&H Financial Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 820 shares worth $310K. The stake represents 0.08% of the portfolio and ranks #109 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in AVGO as recently as Q4 2025.

SS&H Financial Advisors first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. 4,826 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SS&H Financial Advisors held 820 shares of Broadcom worth $310K as of Q2 2026.
  • Broadcom was a new SS&H Financial Advisors position in Q2 2026.
  • Broadcom made up 0.08% of SS&H Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • SS&H Financial Advisors first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • 4,826 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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