AWA
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Arete Wealth Advisors’s Broadcom AVGO Stock Holding History

Arete Wealth 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 		$14.7M Buy
39,024
+3,086
+9% +$1.24M 0.97% 21
2026
Q1 		$11.1M Sell
35,938
-6,223
-15% -$2.05M 0.83% 24
2025
Q4 		$14.6M Buy
42,161
+1,997
+5% +$714K 1.01% 21
2025
Q3 		$13.3M Buy
40,164
+1,690
+4% +$518K 0.83% 23
2025
Q2 		$10.6M Sell
38,474
-165
-0.4% -$35.8K 0.75% 28
2025
Q1 		$6.47M Sell
38,639
-227
-0.6% -$48K 0.49% 44
2024
Q4 		$9.04M Buy
38,866
+9,081
+30% +$1.68M 0.65% 31
2024
Q3 		$5.12M Sell
29,785
-6,055
-17% -$971K 0.44% 51
2024
Q2 		$5.74M Buy
+35,840
New +$5.02M 0.47% 45
2024
Q1 		– Sell
-39,630
Closed -$4.42M – 404
2023
Q4 		$4.42M Buy
39,630
+10,410
+36% +$986K 0.34% 63
2023
Q3 		$2.43M Buy
29,220
+7,720
+36% +$669K 0.42% 55
2023
Q2 		$1.86M Buy
21,500
+420
+2% +$30K 0.16% 134
2023
Q1 		$1.35M Sell
21,080
-120
-0.6% -$7.22K 0.11% 171
2022
Q4 		$1.19M Buy
21,200
+2,210
+12% +$111K 0.1% 176
2022
Q3 		$843K Buy
18,990
+7,240
+62% +$370K 0.08% 205
2022
Q2 		$568K Buy
11,750
+3,920
+50% +$220K 0.06% 217
2022
Q1 		$493K Buy
7,830
+3,400
+77% +$202K 0.04% 282
2021
Q4 		$294K Buy
+4,430
New +$249K 0.03% 386

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

Arete Wealth Advisors's AVGO Position: Q2 2026 in Review

Arete Wealth Advisors increased its Broadcom (AVGO) stake by 8.6% in Q2 2026, buying an estimated $1.24M and bringing the position to 39,024 shares worth $14.7M. The position accounts for 0.97% of the portfolio, ranked #21.

Arete Wealth Advisors first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Arete Wealth Advisors held 39,024 shares of Broadcom worth $14.7M as of Q2 2026.
  • Arete Wealth Advisors bought 3,086 Broadcom shares in Q2 2026, an estimated $1.24M.
  • Broadcom made up 0.97% of Arete Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Arete Wealth Advisors first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • 4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.