AWC
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Abundance Wealth Counselors’s Broadcom AVGO Stock Holding History

Abundance Wealth Counselors’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 		$11M Buy
29,128
+12,280
+73% +$4.92M 0.71% 20
2026
Q1 		$5.21M Buy
16,848
+2,900
+21% +$954K 0.75% 20
2025
Q4 		$4.83M Sell
13,948
-345
-2% -$123K 0.82% 20
2025
Q3 		$4.72M Buy
14,293
+1,109
+8% +$340K 0.81% 20
2025
Q2 		$3.82M Buy
13,184
+1,758
+15% +$382K 0.71% 24
2025
Q1 		$2.12M Sell
11,426
-1,461
-11% -$309K 0.44% 40
2024
Q4 		$2.99M Buy
12,887
+818
+7% +$151K 0.65% 21
2024
Q3 		$2.08M Sell
12,069
-41
-0.3% -$6.57K 0.43% 32
2024
Q2 		$1.94M Sell
12,110
-1,850
-13% -$259K 0.89% 21
2024
Q1 		$1.85M Sell
13,960
-16,450
-54% -$2.04M 0.43% 36
2023
Q4 		$3.4M Buy
30,410
+1,040
+4% +$98.5K 0.88% 19
2023
Q3 		$2.44M Sell
29,370
-3,960
-12% -$343K 0.7% 21
2023
Q2 		$2.89M Buy
33,330
+200
+0.6% +$14.3K 1.5% 9
2023
Q1 		$2.13M Buy
33,130
+360
+1% +$21.7K 0.54% 28
2022
Q4 		$1.83M Buy
32,770
+2,470
+8% +$124K 0.5% 33
2022
Q3 		$1.34M Buy
30,300
+1,520
+5% +$77.7K 0.38% 37
2022
Q2 		$1.4M Buy
28,780
+12,190
+73% +$684K 0.38% 38
2022
Q1 		$1.04M Buy
16,590
+8,140
+96% +$483K 0.28% 60
2021
Q4 		$562K Sell
8,450
-1,420
-14% -$79.8K 0.14% 74
2021
Q3 		$479K Buy
9,870
+800
+9% +$38.9K 0.28% 30
2021
Q2 		$432K Buy
9,070
+5,320
+142% +$247K 0.11% 77
2021
Q1 		$174K Buy
+3,750
New +$173K 0.04% 83

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

Abundance Wealth Counselors's AVGO Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Broadcom (AVGO) stake by 73% in Q2 2026, buying an estimated $4.92M and bringing the position to 29,128 shares worth $11M. The position accounts for 0.71% of the portfolio, ranked #20.

Abundance Wealth Counselors first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Abundance Wealth Counselors held 29,128 shares of Broadcom worth $11M as of Q2 2026.
  • Abundance Wealth Counselors bought 12,280 Broadcom shares in Q2 2026, an estimated $4.92M.
  • Broadcom made up 0.71% of Abundance Wealth Counselors's portfolio in Q2 2026, its #20 holding.
  • Abundance Wealth Counselors first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.