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Broadcom shares owned by Essential Planning

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Broadcom

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All positions including Broadcom held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Essential Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 682 329.91
2024-12-31 $5.7M 31k 184.98

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View all positions for Essential Planning

Top funds holding Broadcom

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FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Morgan Stanley
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen

View all funds holding Broadcom