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
2025
Q4 		– Sell
-100
Closed -$33K – 1570
2025
Q3 		$33K Buy
+100
New +$30.7K ﹤0.01% 1446

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 $3.38T AUM 44.17% 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. 4,859 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.
  • 4,859 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.