Worth Financial Advisory Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.05M Buy
+10,725
New +$4.3M 1.69% 11
2026
Q1
Sell
-9,519
Closed -$3.29M 55
2025
Q4
$3.29M Buy
9,519
+728
+8% +$260K 1.6% 16
2025
Q3
$2.9M Buy
8,791
+153
+2% +$46.9K 1.63% 14
2025
Q2
$2.38M Buy
8,638
+6,892
+395% +$1.5M 1.46% 18
2025
Q1
$292K Buy
1,746
+301
+21% +$63.7K 0.19% 121
2024
Q4
$335K Buy
1,445
+60
+4% +$11.1K 0.21% 102
2024
Q3
$239K Buy
+1,385
New +$222K 0.14% 150
2024
Q2
Sell
-2,630
Closed -$349K 149
2024
Q1
$349K Buy
2,630
+110
+4% +$13.6K 0.24% 96
2023
Q4
$281K Buy
+2,520
New +$239K 0.22% 101

Other funds holding AVGO

Worth Financial Advisory Group's AVGO Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Broadcom (AVGO) in Q2 2026: 10,725 shares worth $4.05M. The stake represents 1.69% of the portfolio and ranks #11 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in AVGO as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in AVGO in Q4 2023 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Worth Financial Advisory Group held 10,725 shares of Broadcom worth $4.05M as of Q2 2026.
  • Broadcom was a new Worth Financial Advisory Group position in Q2 2026.
  • Broadcom made up 1.69% of Worth Financial Advisory Group's portfolio in Q2 2026, its #11 holding.
  • Worth Financial Advisory Group first reported a position in Broadcom in Q4 2023 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.