APW
AVGO icon

Atlantic Private Wealth’s Broadcom AVGO Stock Holding History

Atlantic Private Wealth’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 		$113K Hold
300
– – 0.07% 77
2026
Q1 		$92.9K Sell
300
-179
-37% -$58.9K 0.06% 94
2025
Q4 		$166K Buy
479
+24
+5% +$8.58K 0.11% 65
2025
Q3 		$150K Hold
455
– – 0.1% 58
2025
Q2 		$125K Buy
455
+55
+14% +$11.9K 0.08% 64
2025
Q1 		$67K Hold
400
– – 0.05% 99
2024
Q4 		$92.7K Sell
400
-25
-6% -$4.62K 0.07% 64
2024
Q3 		$73.3K Buy
+425
New +$68.1K 0.06% 71

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

Atlantic Private Wealth's AVGO Position: Q2 2026 in Review

Atlantic Private Wealth held its Broadcom (AVGO) position steady in Q2 2026 at 300 shares worth $113K. The position accounts for 0.07% of the portfolio, ranked #77.

Atlantic Private Wealth first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $166K in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Atlantic Private Wealth held 300 shares of Broadcom worth $113K as of Q2 2026.
  • Atlantic Private Wealth left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.07% of Atlantic Private Wealth's portfolio in Q2 2026, its #77 holding.
  • Atlantic Private Wealth first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Atlantic Private Wealth's Broadcom position peaked at $166K in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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