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United Financial Planning Group’s Broadcom AVGO Stock Holding History

United Financial Planning Group’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 		$604K Buy
1,598
+1,034
+183% +$415K 0.31% 28
2026
Q1 		$174K Sell
564
-954
-63% -$314K 0.1% 54
2025
Q4 		$526K Buy
1,518
+588
+63% +$210K 0.32% 30
2025
Q3 		$307K Buy
+930
New +$285K 0.19% 33

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 Financial Planning Group's AVGO Position: Q2 2026 in Review

United Financial Planning Group increased its Broadcom (AVGO) stake by 183% in Q2 2026, buying an estimated $415K and bringing the position to 1,598 shares worth $604K. The position accounts for 0.31% of the portfolio, ranked #28.

United Financial Planning Group first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • United Financial Planning Group held 1,598 shares of Broadcom worth $604K as of Q2 2026.
  • United Financial Planning Group bought 1,034 Broadcom shares in Q2 2026, an estimated $415K.
  • Broadcom made up 0.31% of United Financial Planning Group's portfolio in Q2 2026, its #28 holding.
  • United Financial Planning Group first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.