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Valtinson Bruner Financial Planning’s Broadcom AVGO Stock Holding History

Valtinson Bruner Financial Planning’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 		$347K Buy
919
+26
+3% +$10.4K 0.09% 118
2026
Q1 		$276K Buy
893
+80
+10% +$26.3K 0.08% 134
2025
Q4 		$281K Hold
813
– – 0.08% 129
2025
Q3 		$268K Hold
813
– – 0.08% 129
2025
Q2 		$224K Buy
+813
New +$177K 0.07% 140
2025
Q1 		– Sell
-985
Closed -$228K – 147
2024
Q4 		$228K Buy
+985
New +$182K 0.08% 133

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

Valtinson Bruner Financial Planning's AVGO Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Broadcom (AVGO) stake by 2.9% in Q2 2026, buying an estimated $10.4K and bringing the position to 919 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #118.

Valtinson Bruner Financial Planning first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Valtinson Bruner Financial Planning held 919 shares of Broadcom worth $347K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 26 Broadcom shares in Q2 2026, an estimated $10.4K.
  • Broadcom made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #118 holding.
  • Valtinson Bruner Financial Planning first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.