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United Capital Financial Advisors’s Broadcom AVGO Stock Holding History

United Capital 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 		$907K Buy
+2,400
New +$962K 0.01% 838

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

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.