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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
Q2 		$205K Sell
541
-160
-23% -$64.2K 0.08% 87
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 $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 $3.38T AUM 44.17% 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

Strategic Financial Partners's AVGO Position: Q2 2026 in Review

Strategic Financial Partners reduced its Broadcom (AVGO) stake by 23% in Q2 2026, selling an estimated $64.2K and leaving 541 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #87.

Strategic Financial Partners first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $239K in Q4 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Strategic Financial Partners held 541 shares of Broadcom worth $205K as of Q2 2026.
  • Strategic Financial Partners sold 160 Broadcom shares in Q2 2026, an estimated $64.2K.
  • Broadcom made up 0.08% of Strategic Financial Partners's portfolio in Q2 2026, its #87 holding.
  • Strategic Financial Partners first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • Strategic Financial Partners's Broadcom position peaked at $239K in Q4 2025.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.