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Showing 8 of 30 quarters

Position history for United Capital Financial Advisors, LLCUnited Capital Financial Advisors, LLC's holdings in Broadcom Inc.

Yes. United Capital Financial Advisors holds 255,126 shares of AVGO (Broadcom), worth $96.4M, as of its Q2 2026 13F filing. It increased the position by 21,849 shares (+9.4%) from Q1 2026. United Capital Financial Advisors has held AVGO in every 13F on record since Q1 2019, 30 quarterly filings. AVGO is 0.5% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$96.4M

Current Shares

255,126

Total Value Change

+$51M

Total Shares Change

-7,763

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
255,126
+9.4%
$96.4M0.5%$377.06
46
2026-Q1
Increased
233,277
+16.2%
$72.2M0.4%$308.46
41
2025-Q4
Increased
200,719
+4.7%
$69.5M0.4%$344.20
37
2025-Q3
Decreased
191,716
-10.7%
$63.2M0.5%$327.48
0
2025-Q2
Decreased
214,709
-1.0%
$59.2M0.5%$273.15
0
2025-Q1
Decreased
216,827
-10.9%
$36.3M0.3%$165.52
0
2024-Q4
Decreased
243,434
-7.4%
$56.4M0.5%$228.50
0
2024-Q3
Decreased
262,889
-2.4%
$45.3M0.4%$169.87
0

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