Avantax Advisory Services’s Broadcom AVGO Stock Holding History

Avantax Advisory Services’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 Q2	$78.5M	Buy	284,839 +23,919	+9%	+$5.19M	0.43%	33
2025 Q1	$43.7M	Buy	260,920 +4,871	+2%	+$1.03M	0.27%	53
2024 Q4	$59.4M	Buy	256,049 +15,193	+6%	+$2.81M	0.37%	38
2024 Q3	$41.5M	Buy	240,856 +1,696	+0.7%	+$272K	0.27%	51
2024 Q2	$38.4M	Buy	239,160 +106,030	+80%	+$14.9M	0.27%	50
2024 Q1	$17.6M	Buy	133,130 +12,900	+11%	+$1.6M	0.16%	104
2023 Q4	$13.4M	Sell	120,230 -32,430	-21%	-$3.07M	0.13%	122
2023 Q3	$12.7M	Buy	152,660 +7,640	+5%	+$662K	0.14%	113
2023 Q2	$12.6M	Buy	145,020 +6,010	+4%	+$429K	0.14%	117
2023 Q1	$8.92M	Buy	139,010 +30,550	+28%	+$1.84M	0.11%	146
2022 Q4	$6.06M	Buy	108,460 +680	+0.6%	+$34.1K	0.08%	190
2022 Q3	$4.79M	Buy	107,780 +46,700	+76%	+$2.39M	0.07%	206
2022 Q2	$2.97M	Sell	61,080 -25,460	-29%	-$1.43M	0.04%	298
2022 Q1	$5.46M	Buy	86,540 +40,080	+86%	+$2.38M	0.08%	189
2021 Q4	$3.1M	Sell	46,460 -1,470	-3%	-$82.6K	0.05%	285
2021 Q3	$2.32M	Sell	47,930 -1,490	-3%	-$72.5K	0.04%	312
2021 Q2	$2.35M	Buy	49,420 +3,610	+8%	+$167K	0.04%	299
2021 Q1	$2.12M	Sell	45,810 -980	-2%	-$45.3K	0.05%	279
2020 Q4	$2.05M	Sell	46,790 -24,280	-34%	-$947K	0.05%	267
2020 Q3	$2.59M	Buy	71,070 +23,990	+51%	+$804K	0.04%	314
2020 Q2	$1.49M	Sell	47,080 -17,330	-27%	-$485K	0.04%	274
2020 Q1	$1.53M	Buy	64,410 +520	+0.8%	+$14.7K	0.05%	232
2019 Q4	$2.02M	Buy	63,890 +19,530	+44%	+$593K	0.05%	208
2019 Q3	$1.23M	Buy	44,360 +6,620	+18%	+$188K	0.05%	183
2019 Q2	$1.09M	Buy	37,740 +2,720	+8%	+$79.3K	0.05%	183
2019 Q1	$1.05M	Buy	35,020 +8,070	+30%	+$219K	0.06%	169
2018 Q4	$686K	Buy	+26,950	New	+$636K	0.12%	177

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Advisory Services's AVGO Position: Q2 2025 in Review

Avantax Advisory Services increased its Broadcom (AVGO) stake by 9.2% in Q2 2025, buying an estimated $5.19M and bringing the position to 284,839 shares worth $78.5M. The position accounts for 0.43% of the portfolio, ranked #33.

Avantax Advisory Services first reported a position in AVGO in Q4 2018 and has held it in 27 quarters since. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

Avantax Advisory Services held 284,839 shares of Broadcom worth $78.5M as of Q2 2025.
Avantax Advisory Services bought 23,919 Broadcom shares in Q2 2025, an estimated $5.19M.
Broadcom made up 0.43% of Avantax Advisory Services's portfolio in Q2 2025, its #33 holding.
Avantax Advisory Services first reported a position in Broadcom in Q4 2018 and has held it in 27 quarters since.
4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.