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Advisortrust Partners’s Broadcom AVGO Stock Holding History

Advisortrust 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 		$14M Sell
37,114
-231
-0.6% -$92.6K 4.8% 2
2026
Q1 		$11.6M Sell
37,345
-6,655
-15% -$2.19M 4.81% 4
2025
Q4 		$15.2M Buy
+44,000
New +$15.7M 6.69% 2

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

Advisortrust Partners's AVGO Position: Q2 2026 in Review

Advisortrust Partners reduced its Broadcom (AVGO) stake by 0.62% in Q2 2026, selling an estimated $92.6K and leaving 37,114 shares worth $14M. The position accounts for 4.8% of the portfolio, ranked #2.

Advisortrust Partners first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.2M in Q4 2025. 4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Advisortrust Partners held 37,114 shares of Broadcom worth $14M as of Q2 2026.
  • Advisortrust Partners sold 231 Broadcom shares in Q2 2026, an estimated $92.6K.
  • Broadcom made up 4.8% of Advisortrust Partners's portfolio in Q2 2026, its #2 holding.
  • Advisortrust Partners first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Advisortrust Partners's Broadcom position peaked at $15.2M in Q4 2025.
  • 4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.