XFP
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Xena Financial Planning’s Broadcom AVGO Stock Holding History

Xena 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 		$307K Hold
813
– – 0.29% 29
2026
Q1 		$252K Hold
813
– – 0.28% 30
2025
Q4 		$281K Buy
+813
New +$291K 0.33% 30

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

Xena Financial Planning's AVGO Position: Q2 2026 in Review

Xena Financial Planning held its Broadcom (AVGO) position steady in Q2 2026 at 813 shares worth $307K. The position accounts for 0.29% of the portfolio, ranked #29.

Xena Financial Planning first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Xena Financial Planning held 813 shares of Broadcom worth $307K as of Q2 2026.
  • Xena Financial Planning left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.29% of Xena Financial Planning's portfolio in Q2 2026, its #29 holding.
  • Xena Financial Planning first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.