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Alternative Investment Advisors’s Broadcom AVGO Stock Holding History

Alternative Investment Advisors’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 		$1.88M Sell
4,972
-87
-2% -$34.9K 0.71% 20
2026
Q1 		$1.57M Sell
5,059
-99
-2% -$32.6K 0.68% 21
2025
Q4 		$1.79M Sell
5,158
-61
-1% -$21.8K 0.77% 18
2025
Q3 		$1.72M Buy
5,219
+2,808
+116% +$861K 0.78% 15
2025
Q2 		$664K Sell
2,411
-90
-4% -$19.5K 0.33% 30
2025
Q1 		$419K Sell
2,501
-168
-6% -$35.6K 0.22% 34
2024
Q4 		$619K Sell
2,669
-6,698
-72% -$1.24M 0.32% 33
2024
Q3 		$1.62M Sell
9,367
-10,293
-52% -$1.65M 0.85% 23
2024
Q2 		$3.16M Sell
19,660
-300
-2% -$42K 1.81% 13
2024
Q1 		$2.7M Sell
19,960
-14,760
-43% -$1.83M 1.62% 16
2023
Q4 		$3.88M Sell
34,720
-2,800
-7% -$265K 2.52% 11
2023
Q3 		$3.12M Buy
+37,520
New +$3.25M 2.18% 16

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

Alternative Investment Advisors's AVGO Position: Q2 2026 in Review

Alternative Investment Advisors reduced its Broadcom (AVGO) stake by 1.7% in Q2 2026, selling an estimated $34.9K and leaving 4,972 shares worth $1.88M. The position accounts for 0.71% of the portfolio, ranked #20.

Alternative Investment Advisors first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.88M in Q4 2023. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Alternative Investment Advisors held 4,972 shares of Broadcom worth $1.88M as of Q2 2026.
  • Alternative Investment Advisors sold 87 Broadcom shares in Q2 2026, an estimated $34.9K.
  • Broadcom made up 0.71% of Alternative Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Alternative Investment Advisors first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • Alternative Investment Advisors's Broadcom position peaked at $3.88M in Q4 2023.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.