1 North Wealth Services’s Broadcom AVGO Stock Holding History

1 North Wealth Services’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	$3.72M	Sell	9,858 -405	-4%	-$162K	1.22%	29
2026 Q1	$3.18M	Sell	10,263 -2,146	-17%	-$706K	1.15%	28
2025 Q4	$4.29M	Sell	12,409 -1,008	-8%	-$360K	1.51%	23
2025 Q3	$4.43M	Buy	13,417 +13	+0.1%	+$3.99K	1.81%	19
2025 Q2	$3.69M	Buy	13,404 +100	+0.8%	+$21.7K	1.47%	23
2025 Q1	$2.23M	Sell	13,304 -1,110	-8%	-$235K	1.03%	26
2024 Q4	$3.34M	Buy	+14,414	New	+$2.67M	1.42%	25
2019 Q4	$830K	Buy	26,260 +2,320	+10%	+$70.4K	0.51%	47
2019 Q3	$661K	Buy	+23,940	New	+$681K	0.44%	48
2019 Q1	$709K	Sell	23,580 -3,130	-12%	-$84.9K	0.5%	46
2018 Q4	$679K	Buy	+26,710	New	+$630K	0.57%	43

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1 North Wealth Services's AVGO Position: Q2 2026 in Review

1 North Wealth Services reduced its Broadcom (AVGO) stake by 3.9% in Q2 2026, selling an estimated $162K and leaving 9,858 shares worth $3.72M. The position accounts for 1.22% of the portfolio, ranked #29.

1 North Wealth Services first reported a position in AVGO in Q4 2018 and has held it in 11 quarters since. The position peaked at $4.43M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

1 North Wealth Services held 9,858 shares of Broadcom worth $3.72M as of Q2 2026.
1 North Wealth Services sold 405 Broadcom shares in Q2 2026, an estimated $162K.
Broadcom made up 1.22% of 1 North Wealth Services's portfolio in Q2 2026, its #29 holding.
1 North Wealth Services first reported a position in Broadcom in Q4 2018 and has held it in 11 quarters since.
1 North Wealth Services's Broadcom position peaked at $4.43M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.