AWM
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Aprio Wealth Management’s Broadcom AVGO Stock Holding History

Aprio Wealth Management’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 		$11.9M Buy
31,463
+602
+2% +$241K 0.59% 42
2026
Q1 		$9.55M Buy
30,861
+3,949
+15% +$1.3M 0.52% 44
2025
Q4 		$9.31M Buy
26,912
+14,916
+124% +$5.33M 0.53% 44
2025
Q3 		$3.96M Buy
11,996
+923
+8% +$283K 0.39% 47
2025
Q2 		$3.05M Buy
11,073
+2,105
+23% +$457K 0.34% 50
2025
Q1 		$1.5M Sell
8,968
-56
-0.6% -$11.9K 0.19% 79
2024
Q4 		$2.09M Sell
9,024
-260
-3% -$48.1K 0.31% 54
2024
Q3 		$1.6M Sell
9,284
-1,066
-10% -$171K 0.26% 56
2024
Q2 		$1.66M Sell
10,350
-1,320
-11% -$185K 0.3% 46
2024
Q1 		$1.55M Sell
11,670
-880
-7% -$109K 0.3% 41
2023
Q4 		$1.4M Buy
12,550
+2,450
+24% +$232K 0.31% 44
2023
Q3 		$839K Buy
10,100
+4,180
+71% +$362K 0.23% 53
2023
Q2 		$513K Sell
5,920
-330
-5% -$23.5K 0.14% 75
2023
Q1 		$401K Buy
6,250
+2,190
+54% +$132K 0.12% 77
2022
Q4 		$227K Buy
+4,060
New +$204K 0.08% 109
2022
Q3 		– Sell
-4,940
Closed -$240K – 112
2022
Q2 		$240K Buy
+4,940
New +$277K 0.1% 90

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

Aprio Wealth Management's AVGO Position: Q2 2026 in Review

Aprio Wealth Management increased its Broadcom (AVGO) stake by 2% in Q2 2026, buying an estimated $241K and bringing the position to 31,463 shares worth $11.9M. The position accounts for 0.59% of the portfolio, ranked #42.

Aprio Wealth Management first reported a position in AVGO in Q2 2022 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Aprio Wealth Management held 31,463 shares of Broadcom worth $11.9M as of Q2 2026.
  • Aprio Wealth Management bought 602 Broadcom shares in Q2 2026, an estimated $241K.
  • Broadcom made up 0.59% of Aprio Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Aprio Wealth Management first reported a position in Broadcom in Q2 2022 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.