BFCFSI
AVGO icon

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Broadcom AVGO Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$6.95M Sell
18,393
-3,516
-16% -$1.41M 0.93% 10
2026
Q1 		$6.78M Sell
21,909
-215
-1% -$70.7K 0.92% 13
2025
Q4 		$7.66M Buy
22,124
+2,609
+13% +$933K 1.01% 11
2025
Q3 		$6.44M Buy
19,515
+1,051
+6% +$322K 0.91% 13
2025
Q2 		$5.09M Buy
18,464
+237
+1% +$51.5K 0.8% 16
2025
Q1 		$3.05M Buy
18,227
+811
+5% +$172K 0.51% 35
2024
Q4 		$4.04M Sell
17,416
-415
-2% -$76.8K 0.68% 18
2024
Q3 		$3.08M Buy
+17,831
New +$2.86M 0.49% 33

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 $3.38T AUM 44.17% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AVGO Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $1.41M and leaving 18,393 shares worth $6.95M. The position accounts for 0.93% of the portfolio, ranked #10.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.66M in Q4 2025. 4,877 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 18,393 shares of Broadcom worth $6.95M as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 3,516 Broadcom shares in Q2 2026, an estimated $1.41M.
  • Broadcom made up 0.93% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #10 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Broadcom position peaked at $7.66M in Q4 2025.
  • 4,877 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.