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XY Planning Network’s Broadcom AVGO Stock Holding History

XY Planning Network’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 		$1.8M Buy
4,764
+433
+10% +$174K 0.23% 98
2026
Q1 		$1.36M Sell
4,331
-30
-0.7% -$9.87K 0.22% 102
2025
Q4 		$1.51M Buy
4,361
+809
+23% +$289K 0.26% 95
2025
Q3 		$979K Hold
3,552
– – 0.33% 72
2025
Q2 		$979K Buy
3,552
+448
+14% +$97.3K 0.33% 72
2025
Q1 		$520K Sell
3,104
-201
-6% -$42.5K 0.35% 62
2024
Q4 		$766K Buy
+3,305
New +$611K 0.58% 45

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

XY Planning Network's AVGO Position: Q2 2026 in Review

XY Planning Network increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $174K and bringing the position to 4,764 shares worth $1.8M. The position accounts for 0.23% of the portfolio, ranked #98.

XY Planning Network first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • XY Planning Network held 4,764 shares of Broadcom worth $1.8M as of Q2 2026.
  • XY Planning Network bought 433 Broadcom shares in Q2 2026, an estimated $174K.
  • Broadcom made up 0.23% of XY Planning Network's portfolio in Q2 2026, its #98 holding.
  • XY Planning Network first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.