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Waller Financial Planning Group’s Broadcom AVGO Stock Holding History

Waller 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 		$648K Buy
1,715
+762
+80% +$306K 0.13% 46
2026
Q1 		$295K Hold
953
– – 0.07% 64
2025
Q4 		$330K Sell
953
-257
-21% -$91.9K 0.07% 61
2025
Q3 		$399K Buy
1,210
+1
+0.1% +$307 0.09% 58
2025
Q2 		$333K Sell
1,209
-695
-37% -$151K 0.08% 59
2025
Q1 		$319K Buy
1,904
+685
+56% +$145K 0.09% 58
2024
Q4 		$283K Hold
1,219
– – 0.07% 59
2024
Q3 		$210K Buy
+1,219
New +$195K 0.05% 66

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Waller Financial Planning Group increased its Broadcom (AVGO) stake by 80% in Q2 2026, buying an estimated $306K and bringing the position to 1,715 shares worth $648K. The position accounts for 0.13% of the portfolio, ranked #46.

Waller Financial Planning Group first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Waller Financial Planning Group held 1,715 shares of Broadcom worth $648K as of Q2 2026.
  • Waller Financial Planning Group bought 762 Broadcom shares in Q2 2026, an estimated $306K.
  • Broadcom made up 0.13% of Waller Financial Planning Group's portfolio in Q2 2026, its #46 holding.
  • Waller Financial Planning Group first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.