TrueFG’s Broadcom AVGO Stock Holding History

TrueFG’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	$808K	Sell	2,140 -348	-14%	-$140K	0.19%	26
2026 Q1	$770K	Buy	2,488 +197	+9%	+$64.8K	0.2%	26
2025 Q4	$793K	Buy	2,291 +433	+23%	+$155K	0.21%	27
2025 Q3	$613K	Buy	+1,858	New	+$570K	0.17%	31

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

TrueFG's AVGO Position: Q2 2026 in Review

TrueFG reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $140K and leaving 2,140 shares worth $808K. The position accounts for 0.19% of the portfolio, ranked #26.

TrueFG first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

TrueFG held 2,140 shares of Broadcom worth $808K as of Q2 2026.
TrueFG sold 348 Broadcom shares in Q2 2026, an estimated $140K.
Broadcom made up 0.19% of TrueFG's portfolio in Q2 2026, its #26 holding.
TrueFG first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.