WealthPLAN Partners’s Broadcom AVGO Stock Holding History

WealthPLAN Partners’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	$1.77M	Buy	4,679 +769	+20%	+$308K	0.34%	71
2026 Q1	$1.21M	Sell	3,910 -4,506	-54%	-$1.48M	0.23%	103
2025 Q4	$2.91M	Buy	8,416 +524	+7%	+$187K	0.44%	60
2025 Q3	$2.6M	Buy	7,892 +563	+8%	+$173K	0.39%	80
2025 Q2	$2.02M	Buy	7,329 +1,526	+26%	+$331K	0.33%	95
2025 Q1	$972K	Buy	5,803 +132	+2%	+$27.9K	0.14%	129
2024 Q4	$1.31M	Buy	5,671 +649	+13%	+$120K	0.19%	112
2024 Q3	$866K	Sell	5,022 -8,488	-63%	-$1.36M	0.12%	133
2024 Q2	$2.17M	Buy	13,510 +1,490	+12%	+$209K	0.23%	102
2024 Q1	$1.59M	Buy	12,020 +6,620	+123%	+$820K	0.16%	131
2023 Q4	$603K	Buy	5,400 +170	+3%	+$16.1K	0.06%	200
2023 Q3	$435K	Buy	5,230 +1,330	+34%	+$115K	0.05%	222
2023 Q2	$338K	Sell	3,900 -1,190	-23%	-$84.9K	0.05%	235
2023 Q1	$327K	Buy	5,090 +280	+6%	+$16.8K	0.04%	240
2022 Q4	$290K	Buy	+4,810	New	+$241K	0.02%	320
2022 Q1	$289K	Sell	5,220 -80	-2%	-$4.75K	0.02%	322
2021 Q4	$310K	Sell	5,300 -150	-3%	-$8.43K	0.02%	314
2021 Q3	$322K	Buy	+5,450	New	+$265K	0.02%	304
2018 Q3	–	Sell	-8,600	Closed	-$209K	–	257
2018 Q2	$209K	Sell	8,600 -6,150	-42%	-$151K	0.04%	241
2018 Q1	$348K	Buy	+14,750	New	+$371K	0.08%	186
2016 Q3	–	Sell	-280	Closed	-$4	–	958
2016 Q2	$4	Buy	+280	New	+$4.26K	﹤0.01%	2564

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's AVGO Position: Q2 2026 in Review

WealthPLAN Partners increased its Broadcom (AVGO) stake by 20% in Q2 2026, buying an estimated $308K and bringing the position to 4,679 shares worth $1.77M. The position accounts for 0.34% of the portfolio, ranked #71.

WealthPLAN Partners first reported a position in AVGO in Q2 2016 and has held it in 21 quarters since. The position peaked at $2.91M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

WealthPLAN Partners held 4,679 shares of Broadcom worth $1.77M as of Q2 2026.
WealthPLAN Partners bought 769 Broadcom shares in Q2 2026, an estimated $308K.
Broadcom made up 0.34% of WealthPLAN Partners's portfolio in Q2 2026, its #71 holding.
WealthPLAN Partners first reported a position in Broadcom in Q2 2016 and has held it in 21 quarters since.
WealthPLAN Partners's Broadcom position peaked at $2.91M in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.