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Avid Wealth Partners’s Broadcom AVGO Stock Holding History

Avid Wealth Partners’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 		$955K Sell
2,528
-25
-1% -$10K 0.46% 31
2026
Q1 		$790K Buy
2,553
+178
+7% +$58.6K 0.37% 38
2025
Q4 		$822K Buy
2,375
+549
+30% +$196K 0.4% 35
2025
Q3 		$602K Buy
1,826
+287
+19% +$88K 0.3% 36
2025
Q2 		$424K Buy
1,539
+329
+27% +$71.4K 0.24% 39
2025
Q1 		$203K Buy
1,210
+343
+40% +$72.6K 0.14% 49
2024
Q4 		$201K Buy
+867
New +$160K 0.14% 45

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

Avid Wealth Partners's AVGO Position: Q2 2026 in Review

Avid Wealth Partners reduced its Broadcom (AVGO) stake by 0.98% in Q2 2026, selling an estimated $10K and leaving 2,528 shares worth $955K. The position accounts for 0.46% of the portfolio, ranked #31.

Avid Wealth Partners first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Avid Wealth Partners held 2,528 shares of Broadcom worth $955K as of Q2 2026.
  • Avid Wealth Partners sold 25 Broadcom shares in Q2 2026, an estimated $10K.
  • Broadcom made up 0.46% of Avid Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Avid Wealth Partners first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.