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Alliance Wealth Advisors (Utah)’s Broadcom AVGO Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$2M Sell
5,301
-613
-10% -$246K 0.38% 37
2026
Q1 		$1.83M Sell
5,914
-2,117
-26% -$697K 0.4% 45
2025
Q4 		$2.78M Sell
8,031
-3,455
-30% -$1.24M 0.6% 46
2025
Q3 		$3.79M Buy
11,486
+10,067
+709% +$3.09M 0.89% 32
2025
Q2 		$391K Buy
+1,419
New +$308K 0.09% 191

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

Alliance Wealth Advisors (Utah)'s AVGO Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Broadcom (AVGO) stake by 10% in Q2 2026, selling an estimated $246K and leaving 5,301 shares worth $2M. The position accounts for 0.38% of the portfolio, ranked #37.

Alliance Wealth Advisors (Utah) first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.79M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 5,301 shares of Broadcom worth $2M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 613 Broadcom shares in Q2 2026, an estimated $246K.
  • Broadcom made up 0.38% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #37 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Alliance Wealth Advisors (Utah)'s Broadcom position peaked at $3.79M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.