How many shares of AVGO does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 255,126 shares of AVGO (BROADCOM INC).

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's AVGO position worth?

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC's AVGO position is worth $96.4M.

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling AVGO?

In 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their AVGO position (+9.4% change in shares).

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy AVGO?

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in AVGO in 2019-Q1. They have held the position across 30 quarters.

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UNITED CAPITAL FINANCIAL ADVISORS, LLC

AVGO
30 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in BROADCOM INC

Current Value

$96.4M

Current Shares

255,126

Total Value Change

+$83M

Total Shares Change

+210,764

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	255,126	+9.4%	$96.4M	0.5%	$377.75	46
2026-Q1	Increased	233,277	+16.2%	$72.2M	0.4%	$309.02	41
2025-Q4	Increased	200,719	+4.7%	$69.5M	0.4%	$344.83	37
2025-Q3	Decreased	191,716	-10.7%	$63.2M	0.5%	$328.07	0
2025-Q2	Decreased	214,709	-1.0%	$59.2M	0.5%	$273.65	0
2025-Q1	Decreased	216,827	-10.9%	$36.3M	0.3%	$165.82	0
2024-Q4	Decreased	243,434	-7.4%	$56.4M	0.5%	$228.92	0
2024-Q3	Increased	262,889	+875.6%	$45.3M	0.4%	$169.87	56
2024-Q2	Decreased	26,947	-3.3%	$43.3M	0.4%	$157.59	0
2024-Q1	Decreased	27,877	-18.6%	$36.9M	0.3%	$129.68	0
2023-Q4	Decreased	34,260	-47.5%	$38.2M	0.3%	$108.75	0
2023-Q3	Decreased	65,312	-4.8%	$54.2M	0.4%	$80.55	0
2023-Q2	Decreased	68,582	-5.9%	$59.5M	0.3%	$83.67	0
2023-Q1	Decreased	72,851	-2.0%	$46.7M	0.3%	$61.55	0
2022-Q4	Decreased	74,361	-0.9%	$41.6M	0.2%	$53.26	0
2022-Q3	Decreased	75,070	-2.8%	$33.3M	0.2%	$41.95	0
2022-Q2	Decreased	77,217	-1.0%	$37.5M	0.2%	$45.51	0
2022-Q1	Increased	78,004	+5.8%	$49.1M	0.2%	$58.51	37
2021-Q4	Decreased	73,746	-3.0%	$49.1M	0.2%	$61.41	0
2021-Q3	Decreased	76,008	-0.9%	$36.9M	0.2%	$44.47	0
2021-Q2	Increased	76,671	+2.7%	$36.6M	0.2%	$43.41	36
2021-Q1	Increased	74,627	+2.3%	$34.6M	0.2%	$41.88	35
2020-Q4	Decreased	72,948	-18.0%	$31.9M	0.2%	$39.24	0
2020-Q3	Decreased	88,929	-1.3%	$32.4M	0.2%	$32.38	0
2020-Q2	Decreased	90,063	-1.5%	$28.4M	0.2%	$27.80	0
2020-Q1	Increased	91,398	+0.9%	$21.7M	0.2%	$20.67	34
2019-Q4	Increased	90,562	+9.0%	$28.6M	0.2%	$27.09	38
2019-Q3	Increased	83,110	+83.8%	$22.9M	0.2%	$23.43	53
2019-Q2	Increased	45,205	+1.9%	$13M	0.1%	$24.20	28
2019-Q1	New	44,362	-	$13.3M	0.1%	$25.04	39

Other major holders of AVGO: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

AVGO30 quarters

AVGO
30 quarters