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Stiles Financial Services’s Broadcom AVGO Stock Holding History

Stiles Financial Services’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 		$4.57M Sell
12,108
-553
-4% -$222K 1.15% 22
2026
Q1 		$3.92M Sell
12,661
-24
-0.2% -$7.9K 1.2% 19
2025
Q4 		$4.39M Buy
12,685
+402
+3% +$144K 1.35% 14
2025
Q3 		$4.05M Buy
12,283
+630
+5% +$193K 1.28% 16
2025
Q2 		$3.21M Buy
11,653
+325
+3% +$70.6K 1.11% 25
2025
Q1 		$1.9M Sell
11,328
-518
-4% -$110K 0.73% 52
2024
Q4 		$2.75M Sell
11,846
-275
-2% -$50.9K 0.99% 30
2024
Q3 		$2.09M Sell
12,121
-439
-3% -$70.4K 0.74% 44
2024
Q2 		$2.02M Sell
12,560
-450
-3% -$63.1K 0.78% 43
2024
Q1 		$1.73M Sell
13,010
-20
-0.2% -$2.48K 0.69% 48
2023
Q4 		$1.46M Buy
13,030
+6,110
+88% +$579K 0.66% 49
2023
Q3 		$574K Hold
6,920
– – 0.3% 94
2023
Q2 		$600K Buy
6,920
+20
+0.3% +$1.43K 0.3% 93
2023
Q1 		$443K Buy
6,900
+30
+0.4% +$1.8K 0.24% 107
2022
Q4 		$384K Buy
6,870
+1,920
+39% +$96.3K 0.22% 115
2022
Q3 		$220K Buy
4,950
+30
+0.6% +$1.53K 0.13% 150
2022
Q2 		$239K Buy
4,920
+210
+4% +$11.8K 0.14% 141
2022
Q1 		$297K Buy
4,710
+340
+8% +$20.2K 0.15% 131
2021
Q4 		$291K Buy
+4,370
New +$246K 0.14% 142

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

Stiles Financial Services's AVGO Position: Q2 2026 in Review

Stiles Financial Services reduced its Broadcom (AVGO) stake by 4.4% in Q2 2026, selling an estimated $222K and leaving 12,108 shares worth $4.57M. The position accounts for 1.15% of the portfolio, ranked #22.

Stiles Financial Services first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stiles Financial Services held 12,108 shares of Broadcom worth $4.57M as of Q2 2026.
  • Stiles Financial Services sold 553 Broadcom shares in Q2 2026, an estimated $222K.
  • Broadcom made up 1.15% of Stiles Financial Services's portfolio in Q2 2026, its #22 holding.
  • Stiles Financial Services first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.