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Tobias Financial Advisors’s Broadcom AVGO Stock Holding History

Tobias Financial Advisors’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 		$1.52M Sell
4,012
-10
-0.2% -$4.01K 0.19% 58
2026
Q1 		$1.24M Sell
4,022
-161
-4% -$53K 0.17% 65
2025
Q4 		$1.45M Buy
4,183
+1,442
+53% +$516K 0.2% 60
2025
Q3 		$904K Buy
2,741
+795
+41% +$244K 0.14% 72
2025
Q2 		$537K Buy
1,946
+189
+11% +$41K 0.09% 84
2025
Q1 		$294K Buy
1,757
+22
+1% +$4.66K 0.06% 89
2024
Q4 		$402K Buy
1,735
+355
+26% +$65.7K 0.08% 78
2024
Q3 		$238K Buy
1,380
+120
+10% +$19.2K 0.05% 97
2024
Q2 		$202K Buy
+1,260
New +$177K 0.04% 98

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

Tobias Financial Advisors's AVGO Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Broadcom (AVGO) stake by 0.25% in Q2 2026, selling an estimated $4.01K and leaving 4,012 shares worth $1.52M. The position accounts for 0.19% of the portfolio, ranked #58.

Tobias Financial Advisors first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Tobias Financial Advisors held 4,012 shares of Broadcom worth $1.52M as of Q2 2026.
  • Tobias Financial Advisors sold 10 Broadcom shares in Q2 2026, an estimated $4.01K.
  • Broadcom made up 0.19% of Tobias Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Tobias Financial Advisors first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.