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Strategic Planning Group’s Broadcom AVGO Stock Holding History

Strategic Planning Group’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 		$31.4M Buy
83,182
+9,418
+13% +$3.78M 3.42% 8
2026
Q1 		$22.8M Buy
73,764
+47,109
+177% +$15.5M 3.19% 10
2025
Q4 		$9.23M Buy
26,655
+493
+2% +$176K 1.19% 28
2025
Q3 		$8.63M Sell
26,162
-1,582
-6% -$485K 1.17% 28
2025
Q2 		$7.65M Buy
27,744
+5,121
+23% +$1.11M 1.24% 24
2025
Q1 		$3.79M Sell
22,623
-3,609
-14% -$764K 0.74% 56
2024
Q4 		$6.08M Buy
26,232
+442
+2% +$81.8K 1.12% 27
2024
Q3 		$4.45M Buy
25,790
+1,130
+5% +$181K 0.88% 36
2024
Q2 		$3.96M Buy
24,660
+1,180
+5% +$165K 0.87% 31
2024
Q1 		$3.11M Buy
23,480
+970
+4% +$120K 0.78% 32
2023
Q4 		$2.51M Buy
+22,510
New +$2.13M 0.83% 31

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Planning Group's AVGO Position: Q2 2026 in Review

Strategic Planning Group increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $3.78M and bringing the position to 83,182 shares worth $31.4M. The position accounts for 3.42% of the portfolio, ranked #8.

Strategic Planning Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,899 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Strategic Planning Group held 83,182 shares of Broadcom worth $31.4M as of Q2 2026.
  • Strategic Planning Group bought 9,418 Broadcom shares in Q2 2026, an estimated $3.78M.
  • Broadcom made up 3.42% of Strategic Planning Group's portfolio in Q2 2026, its #8 holding.
  • Strategic Planning Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 2,899 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.