AWP
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Accretive Wealth Partners’s Broadcom AVGO Stock Holding History

Accretive 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 		$307K Hold
812
– – 0.07% 142
2026
Q1 		$251K Sell
812
-149
-16% -$49K 0.07% 157
2025
Q4 		$333K Buy
961
+30
+3% +$10.7K 0.1% 121
2025
Q3 		$307K Buy
931
+16
+2% +$4.91K 0.09% 124
2025
Q2 		$252K Buy
+915
New +$199K 0.08% 132

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

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

Accretive Wealth Partners held its Broadcom (AVGO) position steady in Q2 2026 at 812 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #142.

Accretive Wealth Partners first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $333K in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Accretive Wealth Partners held 812 shares of Broadcom worth $307K as of Q2 2026.
  • Accretive Wealth Partners left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.07% of Accretive Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Accretive Wealth Partners first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Accretive Wealth Partners's Broadcom position peaked at $333K in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.