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USA Financial Formulas’s Broadcom AVGO Stock Holding History

USA Financial Formulas’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 		$29.5K Buy
78
+77
+7,700% +$30.9K 0.01% 325
2026
Q1 		$310 Sell
1
-4,071
-100% -$1.34M ﹤0.01% 428
2025
Q4 		$1.41M Buy
+4,072
New +$1.46M 0.26% 27
2024
Q4 		– Sell
-16,927
Closed -$2.92M – 294
2024
Q3 		$2.92M Buy
+16,927
New +$2.71M 0.45% 12
2024
Q1 		– Sell
-22,250
Closed -$2.48M – 310
2023
Q4 		$2.48M Buy
22,250
+17,190
+340% +$1.63M 0.43% 22
2023
Q3 		$420K Sell
5,060
-5,480
-52% -$475K 0.63% 40
2023
Q2 		$914K Buy
10,540
+10,490
+20,980% +$748K 1.4% 19
2023
Q1 		$3.21K Buy
+50
New +$3.01K 0.01% 190
2022
Q3 		$2K Hold
50
– – ﹤0.01% 157
2022
Q2 		$2K Sell
50
-60,540
-100% -$3.4M ﹤0.01% 187
2022
Q1 		$3.81M Buy
60,590
+60,580
+605,800% +$3.6M 4.08% 5
2021
Q4 		$1K Hold
10
– – ﹤0.01% 296
2021
Q3 		$0 Hold
10
– – ﹤0.01% 405
2021
Q2 		$0 Sell
10
-39,860
-100% -$1.85M ﹤0.01% 377
2021
Q1 		$1.85M Sell
39,870
-200
-0.5% -$9.25K 1.5% 9
2020
Q4 		$1.75M Buy
+40,070
New +$1.56M 1.39% 20
2017
Q4 		– Sell
-274,190
Closed -$6.65M – 258
2017
Q3 		$6.65M Sell
274,190
-9,910
-3% -$245K 1.58% 10
2017
Q2 		$6.62M Buy
+284,100
New +$6.59M 1.6% 11
2015
Q3 		– Sell
-470,630
Closed -$6.26M – 103
2015
Q2 		$6.26M Buy
470,630
+57,610
+14% +$755K 1.92% 8
2015
Q1 		$5.25M Buy
+413,020
New +$4.74M 1.71% 9

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

USA Financial Formulas's AVGO Position: Q2 2026 in Review

USA Financial Formulas increased its Broadcom (AVGO) stake by 7,700% in Q2 2026, buying an estimated $30.9K and bringing the position to 78 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #325.

USA Financial Formulas first reported a position in AVGO in Q1 2015 and has held it in 20 quarters since. The position peaked at $6.65M in Q3 2017. 4,844 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • USA Financial Formulas held 78 shares of Broadcom worth $29.5K as of Q2 2026.
  • USA Financial Formulas bought 77 Broadcom shares in Q2 2026, an estimated $30.9K.
  • Broadcom made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #325 holding.
  • USA Financial Formulas first reported a position in Broadcom in Q1 2015 and has held it in 20 quarters since.
  • USA Financial Formulas's Broadcom position peaked at $6.65M in Q3 2017.
  • 4,844 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.