Advisor Resource Council’s Broadcom AVGO Stock Holding History

Advisor Resource Council’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	$1.87M	Buy	5,005 +113	+2%	+$45.3K	0.53%	31
2026 Q1	$1.51M	Sell	4,892 -340	-6%	-$112K	0.49%	32
2025 Q4	$1.74M	Buy	+5,232	New	+$1.87M	0.62%	28
2025 Q3	–	Sell	-4,770	Closed	-$1.31M	–	55
2025 Q2	$1.31M	Sell	4,770 -16,013	-77%	-$3.48M	0.51%	32
2025 Q1	$2.75M	Buy	+20,783	New	+$4.4M	0.22%	115
2024 Q4	–	Sell	-9,658	Closed	-$1.67M	–	86
2024 Q3	$1.67M	Buy	+9,658	New	+$1.55M	0.75%	27
2024 Q2	–	Sell	-11,460	Closed	-$1.28M	–	82
2024 Q1	$1.28M	Sell	11,460 -3,240	-22%	-$401K	0.54%	34
2023 Q4	$1.64M	Buy	14,700 +6,980	+90%	+$661K	0.19%	129
2023 Q3	$641K	Buy	7,720 +1,000	+15%	+$86.7K	0.33%	55
2023 Q2	$583K	Sell	6,720 -17,880	-73%	-$1.28M	0.26%	63
2023 Q1	$1.53M	Buy	24,600 +13,070	+113%	+$786K	0.38%	62
2022 Q4	$645K	Buy	11,530 +2,380	+26%	+$119K	0.31%	67
2022 Q3	$406K	Sell	9,150 -14,210	-61%	-$726K	0.27%	94
2022 Q2	$1.14M	Buy	23,360 +900	+4%	+$50.5K	0.11%	181
2022 Q1	$1.41M	Buy	22,460 +8,290	+59%	+$492K	0.42%	66
2021 Q4	$943K	Buy	+14,170	New	+$796K	0.07%	246
2021 Q3	–	Sell	-13,470	Closed	-$642K	–	240
2021 Q2	$642K	Buy	+13,470	New	+$624K	0.07%	265

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advisor Resource Council's AVGO Position: Q2 2026 in Review

Advisor Resource Council increased its Broadcom (AVGO) stake by 2.3% in Q2 2026, buying an estimated $45.3K and bringing the position to 5,005 shares worth $1.87M. The position accounts for 0.53% of the portfolio, ranked #31.

Advisor Resource Council first reported a position in AVGO in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.75M in Q1 2025. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Advisor Resource Council held 5,005 shares of Broadcom worth $1.87M as of Q2 2026.
Advisor Resource Council bought 113 Broadcom shares in Q2 2026, an estimated $45.3K.
Broadcom made up 0.53% of Advisor Resource Council's portfolio in Q2 2026, its #31 holding.
Advisor Resource Council first reported a position in Broadcom in Q2 2021 and has held it in 17 quarters since.
Advisor Resource Council's Broadcom position peaked at $2.75M in Q1 2025.
4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.