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TPG Financial Advisors’s Broadcom AVGO Stock Holding History

TPG 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 		$402K Sell
1,065
-1
-0.1% -$401 0.12% 58
2026
Q1 		$330K Buy
1,066
+146
+16% +$48K 0.11% 59
2025
Q4 		$318K Buy
920
+40
+5% +$14.3K 0.11% 58
2025
Q3 		$290K Sell
880
-3
-0.3% -$920 0.11% 55
2025
Q2 		$243K Buy
+883
New +$192K 0.1% 58
2025
Q1 		– Sell
-872
Closed -$202K – 66
2024
Q4 		$202K Buy
+872
New +$161K 0.09% 61

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

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

TPG Financial Advisors reduced its Broadcom (AVGO) stake by 0.09% in Q2 2026, selling an estimated $401 and leaving 1,065 shares worth $402K. The position accounts for 0.12% of the portfolio, ranked #58.

TPG Financial Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • TPG Financial Advisors held 1,065 shares of Broadcom worth $402K as of Q2 2026.
  • TPG Financial Advisors sold 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.12% of TPG Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • TPG Financial Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.