AWA
AVGO icon

Aaron Wealth Advisors’s Broadcom AVGO Stock Holding History

Aaron Wealth Advisors’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 		$17.6M Buy
46,469
+2,375
+5% +$952K 0.89% 19
2026
Q1 		$13.6M Sell
44,094
-9,120
-17% -$3M 0.77% 21
2025
Q4 		$18.4M Buy
53,214
+10,157
+24% +$3.63M 1.01% 19
2025
Q3 		$14.2M Buy
43,057
+17,445
+68% +$5.35M 0.84% 20
2025
Q2 		$7.06M Buy
25,612
+2,371
+10% +$515K 0.72% 23
2025
Q1 		$3.89M Buy
23,241
+1,887
+9% +$399K 0.45% 33
2024
Q4 		$4.95M Buy
21,354
+2,066
+11% +$382K 0.57% 30
2024
Q3 		$3.33M Buy
19,288
+4,818
+33% +$772K 0.4% 36
2024
Q2 		$2.32M Buy
14,470
+480
+3% +$67.3K 0.32% 45
2024
Q1 		$1.85M Buy
13,990
+5,460
+64% +$676K 0.27% 56
2023
Q4 		$952K Sell
8,530
-140
-2% -$13.3K 0.16% 79
2023
Q3 		$720K Buy
8,670
+190
+2% +$16.5K 0.09% 115
2023
Q2 		$736K Buy
8,480
+830
+11% +$59.2K 0.1% 119
2023
Q1 		$491K Buy
7,650
+1,750
+30% +$105K 0.07% 154
2022
Q4 		$330K Sell
5,900
-1,300
-18% -$65.2K 0.05% 185
2022
Q3 		$320K Buy
7,200
+280
+4% +$14.3K 0.06% 162
2022
Q2 		$336K Sell
6,920
-3,191,850
-100% -$179M 0.08% 138
2022
Q1 		$508K Buy
3,198,770
+3,193,680
+62,744% +$190M 0.01% 505
2021
Q4 		$338K Buy
+5,090
New +$286K 0.09% 130

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aaron Wealth Advisors's AVGO Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Broadcom (AVGO) stake by 5.4% in Q2 2026, buying an estimated $952K and bringing the position to 46,469 shares worth $17.6M. The position accounts for 0.89% of the portfolio, ranked #19.

Aaron Wealth Advisors first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.4M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Aaron Wealth Advisors held 46,469 shares of Broadcom worth $17.6M as of Q2 2026.
  • Aaron Wealth Advisors bought 2,375 Broadcom shares in Q2 2026, an estimated $952K.
  • Broadcom made up 0.89% of Aaron Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Aaron Wealth Advisors first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Aaron Wealth Advisors's Broadcom position peaked at $18.4M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.