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Symphony Financial’s Broadcom AVGO Stock Holding History

Symphony Financial’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 		$13.1M Buy
35,188
+1,211
+4% +$486K 1.44% 19
2026
Q1 		$10.3M Buy
33,977
+1,336
+4% +$440K 1.36% 21
2025
Q4 		$11.4M Sell
32,641
-9,805
-23% -$3.51M 1.53% 18
2025
Q3 		$13.9M Sell
42,446
-7,181
-14% -$2.2M 1.7% 14
2025
Q2 		$12.7M Buy
49,627
+37,957
+325% +$8.24M 1.66% 15
2025
Q1 		$1.96M Sell
11,670
-35,043
-75% -$7.42M 1.16% 22
2024
Q4 		$11.3M Sell
46,713
-2,805
-6% -$519K 1.77% 16
2024
Q3 		$8.54M Buy
49,518
+998
+2% +$160K 1.41% 21
2024
Q2 		$7.74M Buy
48,520
+9,130
+23% +$1.28M 1.41% 22
2024
Q1 		$5.22M Sell
39,390
-6,920
-15% -$857K 1.22% 25
2023
Q4 		$5.13M Buy
46,310
+14,440
+45% +$1.37M 1.1% 24
2023
Q3 		$2.66M Sell
31,870
-1,780
-5% -$154K 0.65% 33
2023
Q2 		$2.9M Buy
33,650
+19,370
+136% +$1.38M 0.71% 35
2023
Q1 		$905K Sell
14,280
-640
-4% -$38.5K 0.23% 86
2022
Q4 		$836K Sell
14,920
-320
-2% -$16K 0.22% 87
2022
Q3 		$686K Sell
15,240
-280
-2% -$14.3K 0.22% 97
2022
Q2 		$761K Sell
15,520
-1,160
-7% -$65.1K 0.23% 90
2022
Q1 		$1.01M Sell
16,680
-1,150
-6% -$68.3K 0.24% 81
2021
Q4 		$1.18M Buy
17,830
+5,480
+44% +$308K 0.33% 65
2021
Q3 		$605K Sell
12,350
-5,580
-31% -$271K 0.21% 83
2021
Q2 		$849K Sell
17,930
-4,210
-19% -$195K 0.29% 62
2021
Q1 		$1.07M Sell
22,140
-20
-0.1% -$925 0.28% 59
2020
Q4 		$942K Sell
22,160
-1,020
-4% -$39.8K 0.34% 55
2020
Q3 		$844K Sell
23,180
-1,780
-7% -$59.6K 0.34% 46
2020
Q2 		$788K Buy
24,960
+8,240
+49% +$231K 0.38% 43
2020
Q1 		$401K Buy
+16,720
New +$471K 0.28% 58

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

Symphony Financial's AVGO Position: Q2 2026 in Review

Symphony Financial increased its Broadcom (AVGO) stake by 3.6% in Q2 2026, buying an estimated $486K and bringing the position to 35,188 shares worth $13.1M. The position accounts for 1.44% of the portfolio, ranked #19.

Symphony Financial first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.9M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Symphony Financial held 35,188 shares of Broadcom worth $13.1M as of Q2 2026.
  • Symphony Financial bought 1,211 Broadcom shares in Q2 2026, an estimated $486K.
  • Broadcom made up 1.44% of Symphony Financial's portfolio in Q2 2026, its #19 holding.
  • Symphony Financial first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
  • Symphony Financial's Broadcom position peaked at $13.9M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.