Allworth Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $127M | Sell |
335,212
-103,290
| -24% | -$41.4M | 0.54% | 27 |
|
|
2026
Q1 | $136M | Sell |
438,502
-3,337
| -0.8% | -$1.1M | 0.55% | 28 |
|
|
2025
Q4 | $153M | Buy |
441,839
+82,263
| +23% | +$29.4M | 0.63% | 22 |
|
|
2025
Q3 | $119M | Sell |
359,576
-11,261
| -3% | -$3.45M | 0.52% | 27 |
|
|
2025
Q2 | $102M | Buy |
370,837
+49,969
| +16% | +$10.9M | 0.49% | 31 |
|
|
2025
Q1 | $60.4M | Buy |
320,868
+2,770
| +0.9% | +$586K | 0.34% | 38 |
|
|
2024
Q4 | $76.6M | Buy |
318,098
+2,531
| +0.8% | +$468K | 0.42% | 30 |
|
|
2024
Q3 | $54.4M | Sell |
315,567
-2,840,483
| -90% | -$455M | 0.33% | 35 |
|
|
2024
Q2 | $49.7M | Buy |
3,156,050
+3,020,450
| +2,227% | +$423M | 0.32% | 39 |
|
|
2024
Q1 | $18M | Buy |
135,600
+11,240
| +9% | +$1.39M | 0.13% | 75 |
|
|
2023
Q4 | $13.9M | Buy |
124,360
+72,290
| +139% | +$6.85M | 0.11% | 87 |
|
|
2023
Q3 | $4.32M | Buy |
52,070
+8,430
| +19% | +$731K | 0.04% | 182 |
|
|
2023
Q2 | $3.79M | Buy |
43,640
+15,990
| +58% | +$1.14M | 0.03% | 206 |
|
|
2023
Q1 | $1.77M | Sell |
27,650
-360
| -1% | -$21.7K | 0.02% | 271 |
|
|
2022
Q4 | $1.57M | Buy |
28,010
+1,840
| +7% | +$92.3K | 0.02% | 282 |
|
|
2022
Q3 | $1.16M | Buy |
26,170
+3,680
| +16% | +$188K | 0.01% | 298 |
|
|
2022
Q2 | $1.09M | Buy |
22,490
+2,070
| +10% | +$116K | 0.02% | 297 |
|
|
2022
Q1 | $1.28M | Buy |
20,420
+9,120
| +81% | +$542K | 0.02% | 268 |
|
|
2021
Q4 | $752K | Buy |
11,300
+1,090
| +11% | +$61.3K | 0.01% | 325 |
|
|
2021
Q3 | $495K | Buy |
10,210
+5,470
| +115% | +$266K | 0.01% | 329 |
|
|
2021
Q2 | $226K | Sell |
4,740
-40
| -0.8% | -$1.85K | ﹤0.01% | 359 |
|
|
2021
Q1 | $222K | Buy |
4,780
+1,820
| +61% | +$84.2K | ﹤0.01% | 340 |
|
|
2020
Q4 | $130K | Buy |
2,960
+100
| +3% | +$3.9K | ﹤0.01% | 336 |
|
|
2020
Q3 | $104K | Hold |
2,860
| – | – | ﹤0.01% | 321 |
|
|
2020
Q2 | $90K | Buy |
2,860
+500
| +21% | +$14K | ﹤0.01% | 328 |
|
|
2020
Q1 | $56K | Hold |
2,360
| – | – | ﹤0.01% | 386 |
|
|
2019
Q4 | $75K | Buy |
2,360
+30
| +1% | +$911 | ﹤0.01% | 313 |
|
|
2019
Q3 | $64K | Hold |
2,330
| – | – | ﹤0.01% | 287 |
|
|
2019
Q2 | $67K | Hold |
2,330
| – | – | ﹤0.01% | 278 |
|
|
2019
Q1 | $70K | Sell |
2,330
-810
| -26% | -$22K | ﹤0.01% | 270 |
|
|
2018
Q4 | $80K | Buy |
3,140
+800
| +34% | +$18.9K | ﹤0.01% | 235 |
|
|
2018
Q3 | $58K | Hold |
2,340
| – | – | ﹤0.01% | 269 |
|
|
2018
Q2 | $57K | Sell |
2,340
-10
| -0.4% | -$245 | ﹤0.01% | 267 |
|
|
2018
Q1 | $55K | Sell |
2,350
-10
| -0.4% | -$252 | ﹤0.01% | 237 |
|
|
2017
Q4 | $61K | Buy |
2,360
+20
| +0.9% | +$520 | ﹤0.01% | 219 |
|
|
2017
Q3 | $57K | Hold |
2,340
| – | – | ﹤0.01% | 221 |
|
|
2017
Q2 | $54K | Buy |
+2,340
| New | +$54.3K | ﹤0.01% | 239 |
|
|
2017
Q1 | – | Sell |
-2,970
| Closed | -$52K | – | 749 |
|
|
2016
Q4 | $52K | Buy |
+2,970
| New | +$51.5K | 0.01% | 209 |
|
|
2016
Q3 | – | Sell |
-2,970
| Closed | -$46K | – | 689 |
|
|
2016
Q2 | $46K | Hold |
2,970
| – | – | 0.01% | 210 |
|
|
2016
Q1 | $46K | Sell |
2,970
-710
| -19% | -$9.6K | 0.01% | 215 |
|
|
2015
Q4 | $53K | Hold |
3,680
| – | – | 0.01% | 205 |
|
|
2015
Q3 | $46K | Buy |
3,680
+3,000
| +441% | +$37.9K | 0.02% | 214 |
|
|
2015
Q2 | $9K | Hold |
680
| – | – | ﹤0.01% | 395 |
|
|
2015
Q1 | $9K | Buy |
+680
| New | +$7.8K | ﹤0.01% | 400 |
|
Other funds holding AVGO
Allworth Financial's AVGO Position: Q2 2026 in Review
Allworth Financial reduced its Broadcom (AVGO) stake by 24% in Q2 2026, selling an estimated $41.4M and leaving 335,212 shares worth $127M. The position accounts for 0.54% of the portfolio, ranked #27.
Allworth Financial first reported a position in AVGO in Q1 2015 and has held it in 44 quarters since. The position peaked at $153M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Allworth Financial held 335,212 shares of Broadcom worth $127M as of Q2 2026.
- Allworth Financial sold 103,290 Broadcom shares in Q2 2026, an estimated $41.4M.
- Broadcom made up 0.54% of Allworth Financial's portfolio in Q2 2026, its #27 holding.
- Allworth Financial first reported a position in Broadcom in Q1 2015 and has held it in 44 quarters since.
- Allworth Financial's Broadcom position peaked at $153M in Q4 2025.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.