United Capital Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $96.4M | Buy |
255,126
+21,849
| +9% | +$8.76M | 0.53% | 35 |
|
|
2026
Q1 | $72.2M | Buy |
233,277
+32,558
| +16% | +$10.7M | 0.44% | 42 |
|
|
2025
Q4 | $69.5M | Buy |
200,719
+9,003
| +5% | +$3.22M | 0.42% | 45 |
|
|
2025
Q3 | $63.2M | Sell |
191,716
-22,993
| -11% | -$7.05M | 0.45% | 41 |
|
|
2025
Q2 | $59.2M | Sell |
214,709
-2,118
| -1% | -$460K | 0.48% | 39 |
|
|
2025
Q1 | $36.3M | Sell |
216,827
-26,607
| -11% | -$5.63M | 0.31% | 74 |
|
|
2024
Q4 | $56.4M | Sell |
243,434
-19,455
| -7% | -$3.6M | 0.48% | 43 |
|
|
2024
Q3 | $45.3M | Sell |
262,889
-6,581
| -2% | -$1.06M | 0.37% | 58 |
|
|
2024
Q2 | $43.3M | Sell |
269,470
-9,300
| -3% | -$1.3M | 0.37% | 57 |
|
|
2024
Q1 | $36.9M | Sell |
278,770
-63,830
| -19% | -$7.91M | 0.3% | 72 |
|
|
2023
Q4 | $38.2M | Sell |
342,600
-310,520
| -48% | -$29.4M | 0.32% | 71 |
|
|
2023
Q3 | $54.2M | Sell |
653,120
-32,700
| -5% | -$2.83M | 0.36% | 61 |
|
|
2023
Q2 | $59.5M | Sell |
685,820
-42,690
| -6% | -$3.04M | 0.32% | 63 |
|
|
2023
Q1 | $46.7M | Sell |
728,510
-15,100
| -2% | -$908K | 0.26% | 80 |
|
|
2022
Q4 | $41.6M | Sell |
743,610
-7,090
| -0.9% | -$355K | 0.23% | 88 |
|
|
2022
Q3 | $33.3M | Sell |
750,700
-21,470
| -3% | -$1.1M | 0.2% | 104 |
|
|
2022
Q2 | $37.5M | Sell |
772,170
-7,870
| -1% | -$442K | 0.21% | 98 |
|
|
2022
Q1 | $49.1M | Buy |
780,040
+42,580
| +6% | +$2.53M | 0.24% | 84 |
|
|
2021
Q4 | $49.1M | Sell |
737,460
-22,620
| -3% | -$1.27M | 0.23% | 95 |
|
|
2021
Q3 | $36.9M | Sell |
760,080
-6,630
| -0.9% | -$322K | 0.18% | 114 |
|
|
2021
Q2 | $36.6M | Buy |
766,710
+20,440
| +3% | +$947K | 0.18% | 117 |
|
|
2021
Q1 | $34.6M | Buy |
746,270
+16,790
| +2% | +$776K | 0.19% | 114 |
|
|
2020
Q4 | $31.9M | Sell |
729,480
-159,810
| -18% | -$6.23M | 0.19% | 117 |
|
|
2020
Q3 | $32.4M | Sell |
889,290
-11,340
| -1% | -$380K | 0.21% | 109 |
|
|
2020
Q2 | $28.4M | Sell |
900,630
-13,350
| -1% | -$374K | 0.21% | 109 |
|
|
2020
Q1 | $21.7M | Buy |
913,980
+8,360
| +0.9% | +$236K | 0.18% | 123 |
|
|
2019
Q4 | $28.6M | Buy |
905,620
+74,520
| +9% | +$2.26M | 0.18% | 118 |
|
|
2019
Q3 | $22.9M | Buy |
831,100
+379,050
| +84% | +$10.8M | 0.16% | 147 |
|
|
2019
Q2 | $13M | Buy |
452,050
+8,430
| +2% | +$246K | 0.09% | 251 |
|
|
2019
Q1 | $13.3M | Buy |
443,620
+143,730
| +48% | +$3.9M | 0.09% | 242 |
|
|
2018
Q4 | $7.63M | Buy |
299,890
+13,070
| +5% | +$308K | 0.06% | 303 |
|
|
2018
Q3 | $7.08M | Sell |
286,820
-51,110
| -15% | -$1.15M | 0.05% | 368 |
|
|
2018
Q2 | $8.2M | Buy |
337,930
+30,320
| +10% | +$743K | 0.06% | 334 |
|
|
2018
Q1 | $7.25M | Sell |
307,610
-1,770
| -0.6% | -$44.6K | 0.06% | 350 |
|
|
2017
Q4 | $8.06M | Buy |
309,380
+51,120
| +20% | +$1.33M | 0.06% | 330 |
|
|
2017
Q3 | $6.26M | Sell |
258,260
-195,290
| -43% | -$4.83M | 0.05% | 353 |
|
|
2017
Q2 | $10.6M | Sell |
453,550
-5,780
| -1% | -$134K | 0.09% | 259 |
|
|
2017
Q1 | $10.1M | Sell |
459,330
-7,560
| -2% | -$156K | 0.09% | 261 |
|
|
2016
Q4 | $8.25M | Buy |
466,890
+31,500
| +7% | +$546K | 0.08% | 298 |
|
|
2016
Q3 | $7.51M | Buy |
435,390
+46,610
| +12% | +$780K | 0.07% | 318 |
|
|
2016
Q2 | $6.03M | Buy |
388,780
+80,790
| +26% | +$1.23M | 0.06% | 337 |
|
|
2016
Q1 | $4.77M | Buy |
307,990
+279,420
| +978% | +$3.78M | 0.05% | 340 |
|
|
2015
Q4 | $415K | Sell |
28,570
-2,050
| -7% | -$26.6K | ﹤0.01% | 929 |
|
|
2015
Q3 | $383K | Buy |
+30,620
| New | +$387K | ﹤0.01% | 978 |
|
|
2014
Q4 | – | Sell |
-29,490
| Closed | -$257K | – | 1150 |
|
|
2014
Q3 | $257K | Buy |
+29,490
| New | +$230K | ﹤0.01% | 969 |
|
Other funds holding AVGO
United Capital Financial Advisors's AVGO Position: Q2 2026 in Review
United Capital Financial Advisors increased its Broadcom (AVGO) stake by 9.4% in Q2 2026, buying an estimated $8.76M and bringing the position to 255,126 shares worth $96.4M. The position accounts for 0.53% of the portfolio, ranked #35.
United Capital Financial Advisors first reported a position in AVGO in Q3 2014 and has held it in 45 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- United Capital Financial Advisors held 255,126 shares of Broadcom worth $96.4M as of Q2 2026.
- United Capital Financial Advisors bought 21,849 Broadcom shares in Q2 2026, an estimated $8.76M.
- Broadcom made up 0.53% of United Capital Financial Advisors's portfolio in Q2 2026, its #35 holding.
- United Capital Financial Advisors first reported a position in Broadcom in Q3 2014 and has held it in 45 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.