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Alvarez & Marsal Private Wealth Partners’s Broadcom AVGO Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$4.59M Buy
12,148
+138
+1% +$55.3K 0.6% 22
2026
Q1 		$3.72M Buy
12,010
+4,364
+57% +$1.44M 0.52% 22
2025
Q4 		$2.65M Buy
+7,646
New +$2.73M 0.51% 20

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

Alvarez & Marsal Private Wealth Partners's AVGO Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its Broadcom (AVGO) stake by 1.1% in Q2 2026, buying an estimated $55.3K and bringing the position to 12,148 shares worth $4.59M. The position accounts for 0.6% of the portfolio, ranked #22.

Alvarez & Marsal Private Wealth Partners first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 12,148 shares of Broadcom worth $4.59M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 138 Broadcom shares in Q2 2026, an estimated $55.3K.
  • Broadcom made up 0.6% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.