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Toth Financial Advisory’s Broadcom AVGO Stock Holding History

Toth Financial Advisory’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 		$12.9M Buy
34,043
+1,448
+4% +$581K 1.26% 20
2026
Q1 		$10.1M Buy
32,595
+1
+0% +$329 1.11% 28
2025
Q4 		$11.3M Sell
32,594
-1,643
-5% -$588K 1.23% 23
2025
Q3 		$11.3M Sell
34,237
-1,140
-3% -$350K 1.22% 24
2025
Q2 		$9.75M Buy
35,377
+610
+2% +$132K 1.14% 26
2025
Q1 		$5.82M Buy
34,767
+649
+2% +$137K 0.7% 54
2024
Q4 		$7.91M Buy
34,118
+1,275
+4% +$236K 0.93% 38
2024
Q3 		$5.67M Sell
32,843
-7
-0% -$1.12K 0.67% 52
2024
Q2 		$5.27M Sell
32,850
-730
-2% -$102K 0.67% 54
2024
Q1 		$4.45M Sell
33,580
-380
-1% -$47.1K 0.56% 68
2023
Q4 		$3.79M Buy
33,960
+3,360
+11% +$318K 0.51% 67
2023
Q3 		$2.54M Buy
30,600
+3,170
+12% +$275K 0.39% 75
2023
Q2 		$2.38M Buy
27,430
+9,650
+54% +$688K 0.34% 84
2023
Q1 		$1.14M Buy
17,780
+15,070
+556% +$907K 0.18% 106
2022
Q4 		$152K Hold
2,710
– – 0.02% 205
2022
Q3 		$120K Sell
2,710
-1,470
-35% -$75.1K 0.02% 198
2022
Q2 		$203K Sell
4,180
-14,830
-78% -$832K 0.04% 176
2022
Q1 		$1.2M Buy
19,010
+1,200
+7% +$71.3K 0.18% 105
2021
Q4 		$1.19M Buy
17,810
+9,500
+114% +$534K 0.16% 112
2021
Q3 		$403K Buy
8,310
+5,410
+187% +$263K 0.06% 166
2021
Q2 		$138K Sell
2,900
-9,000
-76% -$417K 0.02% 201
2021
Q1 		$552K Hold
11,900
– – 0.09% 154
2020
Q4 		$521K Buy
11,900
+500
+4% +$19.5K 0.09% 138
2020
Q3 		$415K Buy
11,400
+10,900
+2,180% +$365K 0.08% 141
2020
Q2 		$16K Hold
500
– – ﹤0.01% 304
2020
Q1 		$12K Sell
500
-18,400
-97% -$518K ﹤0.01% 259
2019
Q4 		$597K Buy
18,900
+18,400
+3,680% +$559K 0.12% 114
2019
Q3 		$14K Hold
500
– – ﹤0.01% 292
2019
Q2 		$14K Sell
500
-9,000
-95% -$262K ﹤0.01% 293
2019
Q1 		$286K Buy
+9,500
New +$258K 0.07% 141

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

Toth Financial Advisory's AVGO Position: Q2 2026 in Review

Toth Financial Advisory increased its Broadcom (AVGO) stake by 4.4% in Q2 2026, buying an estimated $581K and bringing the position to 34,043 shares worth $12.9M. The position accounts for 1.26% of the portfolio, ranked #20.

Toth Financial Advisory first reported a position in AVGO in Q1 2019 and has held it in 30 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Toth Financial Advisory held 34,043 shares of Broadcom worth $12.9M as of Q2 2026.
  • Toth Financial Advisory bought 1,448 Broadcom shares in Q2 2026, an estimated $581K.
  • Broadcom made up 1.26% of Toth Financial Advisory's portfolio in Q2 2026, its #20 holding.
  • Toth Financial Advisory first reported a position in Broadcom in Q1 2019 and has held it in 30 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.