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Abacus Wealth Partners’s Broadcom AVGO Stock Holding History

Abacus Wealth Partners’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 		$2.17M Sell
5,744
-5,085
-47% -$2.04M 0.23% 32
2026
Q1 		$3.35M Buy
10,829
+502
+5% +$165K 0.31% 26
2025
Q4 		$3.57M Buy
10,327
+8,056
+355% +$2.88M 0.35% 25
2025
Q3 		$749K Buy
2,271
+42
+2% +$12.9K 0.11% 41
2025
Q2 		$614K Buy
2,229
+599
+37% +$130K 0.09% 49
2025
Q1 		$273K Buy
1,630
+584
+56% +$124K 0.04% 70
2024
Q4 		$243K Buy
+1,046
New +$193K 0.04% 74

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

Abacus Wealth Partners's AVGO Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Broadcom (AVGO) stake by 47% in Q2 2026, selling an estimated $2.04M and leaving 5,744 shares worth $2.17M. The position accounts for 0.23% of the portfolio, ranked #32.

Abacus Wealth Partners first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.57M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Abacus Wealth Partners held 5,744 shares of Broadcom worth $2.17M as of Q2 2026.
  • Abacus Wealth Partners sold 5,085 Broadcom shares in Q2 2026, an estimated $2.04M.
  • Broadcom made up 0.23% of Abacus Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Abacus Wealth Partners first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Abacus Wealth Partners's Broadcom position peaked at $3.57M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.