TF
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Theory Financial’s Broadcom AVGO Stock Holding History

Theory 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 		$306K Hold
809
– – 0.1% 87
2026
Q1 		$250K Sell
809
-45
-5% -$14.8K 0.09% 89
2025
Q4 		$277K Sell
854
-24
-3% -$8.58K 0.09% 90
2025
Q3 		$307K Sell
878
-69
-7% -$21.2K 0.11% 79
2025
Q2 		$278K Buy
+947
New +$206K 0.11% 73

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

Theory Financial's AVGO Position: Q2 2026 in Review

Theory Financial held its Broadcom (AVGO) position steady in Q2 2026 at 809 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #87.

Theory Financial first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $307K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Theory Financial held 809 shares of Broadcom worth $306K as of Q2 2026.
  • Theory Financial left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.1% of Theory Financial's portfolio in Q2 2026, its #87 holding.
  • Theory Financial first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Theory Financial's Broadcom position peaked at $307K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.