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Allworth Financial’s Broadcom AVGO Stock Holding History

Allworth Financial’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 		– Hold
0
– – – 655
2026
Q1 		– Hold
0
– – – 700

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 $3.38T AUM 44.17% 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

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. 4,859 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.
  • 4,859 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.