AWA
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Acorn Wealth Advisors’s Broadcom AVGO Stock Holding History

Acorn 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 		$3.03M Sell
8,022
-127
-2% -$50.9K 0.74% 35
2026
Q1 		$2.52M Buy
8,149
+28
+0.3% +$9.21K 0.74% 37
2025
Q4 		$2.81M Sell
8,121
-662
-8% -$237K 0.84% 32
2025
Q3 		$2.9M Buy
8,783
+6,484
+282% +$1.99M 0.91% 26
2025
Q2 		$634K Sell
2,299
-213
-8% -$46.3K 0.24% 89
2025
Q1 		$421K Buy
2,512
+212
+9% +$44.9K 0.18% 122
2024
Q4 		$533K Buy
2,300
+81
+4% +$15K 0.22% 95
2024
Q3 		$383K Buy
2,219
+569
+34% +$91.2K 0.16% 128
2024
Q2 		$265K Buy
+1,650
New +$231K 0.13% 160
2018
Q2 		– Sell
-80
Closed -$2K – 542
2018
Q1 		$2K Hold
80
– – ﹤0.01% 710
2017
Q4 		$2K Buy
+80
New +$2.08K ﹤0.01% 684

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

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

Acorn Wealth Advisors reduced its Broadcom (AVGO) stake by 1.6% in Q2 2026, selling an estimated $50.9K and leaving 8,022 shares worth $3.03M. The position accounts for 0.74% of the portfolio, ranked #35.

Acorn Wealth Advisors first reported a position in AVGO in Q4 2017 and has held it in 11 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Acorn Wealth Advisors held 8,022 shares of Broadcom worth $3.03M as of Q2 2026.
  • Acorn Wealth Advisors sold 127 Broadcom shares in Q2 2026, an estimated $50.9K.
  • Broadcom made up 0.74% of Acorn Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Acorn Wealth Advisors first reported a position in Broadcom in Q4 2017 and has held it in 11 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.