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Strategic Financial Partners’s Broadcom AVGO Stock Holding History

Strategic Financial Partners’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
Q1 		$217K Buy
701
+10
+1% +$3.29K 0.09% 74
2025
Q4 		$239K Buy
691
+30
+5% +$10.7K 0.1% 74
2025
Q3 		$218K Buy
+661
New +$203K 0.1% 76

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Financial Partners's AVGO Position: Q1 2026 in Review

Strategic Financial Partners increased its Broadcom (AVGO) stake by 1.4% in Q1 2026, buying an estimated $3.29K and bringing the position to 701 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #74.

Strategic Financial Partners first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $239K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Strategic Financial Partners held 701 shares of Broadcom worth $217K as of Q1 2026.
  • Strategic Financial Partners bought 10 Broadcom shares in Q1 2026, an estimated $3.29K.
  • Broadcom made up 0.09% of Strategic Financial Partners's portfolio in Q1 2026, its #74 holding.
  • Strategic Financial Partners first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • Strategic Financial Partners's Broadcom position peaked at $239K in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.