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Atlas Private Wealth Advisors’s Broadcom AVGO Stock Holding History

Atlas Private 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 		$1.06M Buy
2,802
+340
+14% +$136K 0.23% 58
2026
Q1 		$762K Sell
2,462
-14
-0.6% -$4.61K 0.18% 67
2025
Q4 		$857K Buy
2,476
+29
+1% +$10.4K 0.2% 62
2025
Q3 		$807K Sell
2,447
-3,430
-58% -$1.05M 0.2% 64
2025
Q2 		$1.62M Buy
5,877
+255
+5% +$55.4K 0.21% 61
2025
Q1 		$941K Buy
5,622
+852
+18% +$180K 0.13% 81
2024
Q4 		$1.11M Buy
4,770
+11
+0.2% +$2.04K 0.16% 71
2024
Q3 		$821K Buy
4,759
+29
+0.6% +$4.65K 0.12% 74
2024
Q2 		$762K Buy
4,730
+2,820
+148% +$395K 0.12% 74
2024
Q1 		$253K Sell
1,910
-1,910
-50% -$237K 0.08% 96
2023
Q4 		$426K Buy
3,820
+180
+5% +$17K 0.08% 96
2023
Q3 		$302K Buy
3,640
+20
+0.6% +$1.73K 0.06% 141
2023
Q2 		$314K Buy
+3,620
New +$258K 0.06% 140
2021
Q4 		– Sell
-1,290
Closed -$62K – 194
2021
Q3 		$62K Buy
1,290
+10
+0.8% +$486 0.03% 216
2021
Q2 		$61K Sell
1,280
-510
-28% -$23.6K 0.03% 213
2021
Q1 		$83K Buy
1,790
+580
+48% +$26.8K 0.05% 181
2020
Q4 		$53K Buy
1,210
+10
+0.8% +$390 0.04% 210
2020
Q3 		$44K Buy
1,200
+10
+0.8% +$335 0.04% 215
2020
Q2 		$38K Buy
+1,190
New +$33.3K 0.03% 237

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

Atlas Private Wealth Advisors's AVGO Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $136K and bringing the position to 2,802 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #58.

Atlas Private Wealth Advisors first reported a position in AVGO in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.62M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Atlas Private Wealth Advisors held 2,802 shares of Broadcom worth $1.06M as of Q2 2026.
  • Atlas Private Wealth Advisors bought 340 Broadcom shares in Q2 2026, an estimated $136K.
  • Broadcom made up 0.23% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Atlas Private Wealth Advisors first reported a position in Broadcom in Q2 2020 and has held it in 19 quarters since.
  • Atlas Private Wealth Advisors's Broadcom position peaked at $1.62M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.