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Advus Financial Partners, LLC’s Broadcom AVGO Stock Holding History

Advus Financial Partners, LLC’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 		$2.96M Sell
7,830
-154
-2% -$61.7K 0.67% 33
2026
Q1 		$2.47M Buy
7,984
+142
+2% +$46.7K 0.62% 35
2025
Q4 		$2.71M Sell
7,842
-1,623
-17% -$580K 0.66% 33
2025
Q3 		$3.12M Sell
9,465
-159
-2% -$48.8K 0.75% 29
2025
Q2 		$2.65M Sell
9,624
-794
-8% -$172K 0.68% 29
2025
Q1 		$1.74M Sell
10,418
-255
-2% -$54K 0.49% 36
2024
Q4 		$2.47M Buy
10,673
+433
+4% +$80.1K 0.7% 30
2024
Q3 		$1.77M Sell
10,240
-310
-3% -$49.7K 0.5% 34
2024
Q2 		$1.69M Sell
10,550
-310
-3% -$43.4K 0.52% 36
2024
Q1 		$1.44M Buy
10,860
+1,040
+11% +$129K 0.44% 41
2023
Q4 		$1.1M Sell
9,820
-30
-0.3% -$2.84K 0.38% 44
2023
Q3 		$818K Sell
9,850
-2,290
-19% -$199K 0.32% 51
2023
Q2 		$1.05M Sell
12,140
-450
-4% -$32.1K 0.41% 40
2023
Q1 		$808K Sell
12,590
-230
-2% -$13.8K 0.33% 49
2022
Q4 		$717K Buy
12,820
+40
+0.3% +$2.01K 0.31% 51
2022
Q3 		$567K Buy
12,780
+950
+8% +$48.5K 0.3% 53
2022
Q2 		$575K Buy
11,830
+2,700
+30% +$152K 0.3% 48
2022
Q1 		$575K Buy
+9,130
New +$542K 0.29% 53
2021
Q3 		$527K Buy
+7,920
New +$385K 0.29% 43

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

Advus Financial Partners, LLC's AVGO Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Broadcom (AVGO) stake by 1.9% in Q2 2026, selling an estimated $61.7K and leaving 7,830 shares worth $2.96M. The position accounts for 0.67% of the portfolio, ranked #33.

Advus Financial Partners, LLC first reported a position in AVGO in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.12M in Q3 2025. 4,824 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Advus Financial Partners, LLC held 7,830 shares of Broadcom worth $2.96M as of Q2 2026.
  • Advus Financial Partners, LLC sold 154 Broadcom shares in Q2 2026, an estimated $61.7K.
  • Broadcom made up 0.67% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #33 holding.
  • Advus Financial Partners, LLC first reported a position in Broadcom in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Broadcom position peaked at $3.12M in Q3 2025.
  • 4,824 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.