Total Wealth Planning & Management’s Broadcom AVGO Stock Holding History

Total Wealth Planning & Management’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	$1.59M	Buy	4,198 +106	+3%	+$42.5K	1.07%	17
2026 Q1	$1.27M	Sell	4,092 -546	-12%	-$180K	0.94%	27
2025 Q4	$1.61M	Buy	+4,638	New	+$1.66M	1.19%	15
2025 Q2	$2.06M	Buy	7,486 +84	+1%	+$18.2K	1.67%	8
2025 Q1	$1.24M	Sell	7,402 -849	-10%	-$180K	1.18%	13
2024 Q4	$1.91M	Buy	+8,251	New	+$1.53M	1.74%	8

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Total Wealth Planning & Management's AVGO Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Broadcom (AVGO) stake by 2.6% in Q2 2026, buying an estimated $42.5K and bringing the position to 4,198 shares worth $1.59M. The position accounts for 1.07% of the portfolio, ranked #17.

Total Wealth Planning & Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.06M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Total Wealth Planning & Management held 4,198 shares of Broadcom worth $1.59M as of Q2 2026.
Total Wealth Planning & Management bought 106 Broadcom shares in Q2 2026, an estimated $42.5K.
Broadcom made up 1.07% of Total Wealth Planning & Management's portfolio in Q2 2026, its #17 holding.
Total Wealth Planning & Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Broadcom position peaked at $2.06M in Q2 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.