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Advocacy Wealth Management Services’s Broadcom AVGO Stock Holding History

Advocacy Wealth Management Services’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 		$549K Buy
+1,453
New +$583K 0.02% 126
2022
Q4 		– Sell
-930
Closed -$45K – 45
2022
Q3 		$45K Hold
930
– – 0.01% 48
2022
Q2 		$45K Buy
930
+60
+7% +$3.37K 0.01% 50
2022
Q1 		$55K Buy
870
+260
+43% +$15.4K 0.01% 47
2021
Q4 		$41K Hold
610
– – 0.01% 61
2021
Q3 		$30K Hold
610
– – 0.01% 70
2021
Q2 		$29K Hold
610
– – 0.01% 90
2021
Q1 		$29K Sell
610
-240
-28% -$11.1K 0.01% 77
2020
Q4 		$37K Hold
850
– – 0.01% 61
2020
Q3 		$31K Sell
850
-100
-11% -$3.35K 0.01% 64
2020
Q2 		$30K Sell
950
-180
-16% -$5.04K 0.01% 64
2020
Q1 		$25K Buy
1,130
+90
+9% +$2.54K 0.01% 61
2019
Q4 		$33K Sell
1,040
-50
-5% -$1.52K 0.01% 63
2019
Q3 		$30K Buy
1,090
+150
+16% +$4.26K 0.02% 63
2019
Q2 		$27K Buy
940
+160
+21% +$4.66K 0.02% 77
2019
Q1 		$24K Buy
780
+170
+28% +$4.61K 0.03% 72
2018
Q4 		$16K Buy
+610
New +$14.4K 0.01% 93

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

Advocacy Wealth Management Services's AVGO Position: Q2 2026 in Review

Advocacy Wealth Management Services opened a new position in Broadcom (AVGO) in Q2 2026: 1,453 shares worth $549K. The stake represents 0.02% of the portfolio and ranks #126 among its holdings. This is a return to the name: Advocacy Wealth Management Services previously reported a position in AVGO as recently as Q3 2022.

Advocacy Wealth Management Services first reported a position in AVGO in Q4 2018 and has held it in 17 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Advocacy Wealth Management Services held 1,453 shares of Broadcom worth $549K as of Q2 2026.
  • Broadcom was a new Advocacy Wealth Management Services position in Q2 2026.
  • Broadcom made up 0.02% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #126 holding.
  • Advocacy Wealth Management Services first reported a position in Broadcom in Q4 2018 and has held it in 17 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.