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AssuredPartners Investment Advisors’s Broadcom AVGO Stock Holding History

AssuredPartners Investment 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 		$8.66M Sell
22,926
-1,255
-5% -$503K 0.84% 23
2026
Q1 		$7.6M Buy
24,181
+4,883
+25% +$1.61M 0.83% 25
2025
Q4 		$6.68M Buy
19,298
+1,744
+10% +$624K 0.99% 23
2025
Q3 		$5.79M Sell
17,554
-50
-0.3% -$15.3K 1.29% 21
2025
Q2 		$4.85M Sell
17,604
-5,314
-23% -$1.15M 1.19% 25
2025
Q1 		$3.84M Buy
22,918
+1,317
+6% +$279K 0.74% 31
2024
Q4 		$5.01M Buy
+21,601
New +$4M 0.98% 19

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

AssuredPartners Investment Advisors's AVGO Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Broadcom (AVGO) stake by 5.2% in Q2 2026, selling an estimated $503K and leaving 22,926 shares worth $8.66M. The position accounts for 0.84% of the portfolio, ranked #23.

AssuredPartners Investment Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • AssuredPartners Investment Advisors held 22,926 shares of Broadcom worth $8.66M as of Q2 2026.
  • AssuredPartners Investment Advisors sold 1,255 Broadcom shares in Q2 2026, an estimated $503K.
  • Broadcom made up 0.84% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • AssuredPartners Investment Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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