AWA
AVGO icon

Arkadios Wealth Advisors’s Broadcom AVGO Stock Holding History

Arkadios 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 		$53.4M Sell
141,370
-3,518
-2% -$1.41M 0.81% 19
2026
Q1 		$44.8M Buy
144,888
+6,822
+5% +$2.24M 0.73% 17
2025
Q4 		$47.8M Buy
138,066
+15,262
+12% +$5.46M 0.93% 12
2025
Q3 		$40.5M Buy
122,804
+14,832
+14% +$4.55M 0.97% 12
2025
Q2 		$29.8M Sell
107,972
-6,433
-6% -$1.4M 0.88% 15
2025
Q1 		$19.2M Buy
114,405
+60,508
+112% +$12.8M 0.72% 20
2024
Q4 		$12.5M Sell
53,897
-3,795
-7% -$702K 0.68% 21
2024
Q3 		$9.95M Buy
57,692
+25,132
+77% +$4.03M 0.56% 31
2024
Q2 		$5.23M Buy
32,560
+10,310
+46% +$1.44M 0.35% 53
2024
Q1 		$2.95M Sell
22,250
-1,690
-7% -$209K 0.23% 104
2023
Q4 		$2.67M Sell
23,940
-2,100
-8% -$199K 0.23% 107
2023
Q3 		$2.16M Sell
26,040
-25,750
-50% -$2.23M 0.21% 116
2023
Q2 		$4.49M Sell
51,790
-1,920
-4% -$137K 0.52% 41
2023
Q1 		$3.45M Buy
53,710
+4,610
+9% +$277K 0.41% 62
2022
Q4 		$2.75M Buy
49,100
+6,640
+16% +$333K 0.36% 79
2022
Q3 		$1.89M Buy
42,460
+8,770
+26% +$448K 0.29% 97
2022
Q2 		$1.64M Buy
33,690
+4,120
+14% +$231K 0.24% 111
2022
Q1 		$1.86M Buy
29,570
+10,660
+56% +$633K 0.24% 107
2021
Q4 		$1.26M Buy
18,910
+3,120
+20% +$175K 0.17% 144
2021
Q3 		$766K Sell
15,790
-1,260
-7% -$61.3K 0.11% 208
2021
Q2 		$813K Buy
17,050
+10,650
+166% +$493K 0.1% 237
2021
Q1 		$297K Buy
6,400
+2,600
+68% +$120K 0.05% 342
2020
Q4 		$166K Sell
3,800
-970
-20% -$37.8K 0.03% 355
2020
Q3 		$181K Buy
4,770
+20
+0.4% +$670 0.09% 194
2020
Q2 		$150K Buy
4,750
+1,450
+44% +$40.6K 0.08% 194
2020
Q1 		$78.3K Buy
3,300
+1,000
+43% +$28.2K 0.05% 270
2019
Q4 		$74.6K Buy
+2,300
New +$69.8K 0.04% 270

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

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

Arkadios Wealth Advisors reduced its Broadcom (AVGO) stake by 2.4% in Q2 2026, selling an estimated $1.41M and leaving 141,370 shares worth $53.4M. The position accounts for 0.81% of the portfolio, ranked #19.

Arkadios Wealth Advisors first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Arkadios Wealth Advisors held 141,370 shares of Broadcom worth $53.4M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,518 Broadcom shares in Q2 2026, an estimated $1.41M.
  • Broadcom made up 0.81% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Arkadios Wealth Advisors first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.