Bellars Harris Wealth Management, LLC’s Broadcom AVGO Stock Holding History

Bellars Harris Wealth Management, LLC’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	$9.82M	Buy	+25,990	New	+$10.4M	2%	12

Other funds holding AVGO

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's AVGO Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Broadcom (AVGO) in Q2 2026: 25,990 shares worth $9.82M. The stake represents 2% of the portfolio and ranks #12 among its holdings.

2,972 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Bellars Harris Wealth Management, LLC held 25,990 shares of Broadcom worth $9.82M as of Q2 2026.
Broadcom was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Broadcom made up 2% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #12 holding.
2,972 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.