AO
AVGO icon

Advisor OS’s Broadcom AVGO Stock Holding History

Advisor OS’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 		$8.07M Buy
21,361
+4,190
+24% +$1.68M 0.54% 35
2026
Q1 		$5.31M Buy
17,171
+1,397
+9% +$460K 0.38% 45
2025
Q4 		$5.46M Buy
15,774
+3,246
+26% +$1.16M 0.44% 37
2025
Q3 		$4.13M Sell
12,528
-25
-0.2% -$7.67K 0.36% 39
2025
Q2 		$3.46M Buy
12,553
+728
+6% +$158K 0.34% 43
2025
Q1 		$1.98M Sell
11,825
-3,981
-25% -$843K 0.23% 65
2024
Q4 		$3.66M Buy
15,806
+1,763
+13% +$326K 0.42% 38
2024
Q3 		$2.42M Buy
14,043
+2,983
+27% +$478K 0.24% 78
2024
Q2 		$1.78M Buy
11,060
+550
+5% +$77.1K 0.19% 95
2024
Q1 		$1.39M Buy
10,510
+3,660
+53% +$453K 0.16% 116
2023
Q4 		$765K Buy
6,850
+70
+1% +$6.63K 0.1% 172
2023
Q3 		$563K Sell
6,780
-7,680
-53% -$666K 0.08% 181
2023
Q2 		$1.25M Buy
14,460
+10,430
+259% +$744K 0.21% 91
2023
Q1 		$259K Buy
4,030
+130
+3% +$7.82K 0.06% 208
2022
Q4 		$218K Buy
+3,900
New +$196K 0.06% 201
2020
Q3 		– Sell
-13,840
Closed -$437K – 109
2020
Q2 		$437K Buy
+13,840
New +$387K 0.26% 79

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

Advisor OS's AVGO Position: Q2 2026 in Review

Advisor OS increased its Broadcom (AVGO) stake by 24% in Q2 2026, buying an estimated $1.68M and bringing the position to 21,361 shares worth $8.07M. The position accounts for 0.54% of the portfolio, ranked #35.

Advisor OS first reported a position in AVGO in Q2 2020 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Advisor OS held 21,361 shares of Broadcom worth $8.07M as of Q2 2026.
  • Advisor OS bought 4,190 Broadcom shares in Q2 2026, an estimated $1.68M.
  • Broadcom made up 0.54% of Advisor OS's portfolio in Q2 2026, its #35 holding.
  • Advisor OS first reported a position in Broadcom in Q2 2020 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.