AWE
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Avidian Wealth Enterprises’s Broadcom AVGO Stock Holding History

Avidian Wealth Enterprises’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 		$756K Buy
+2,000
New +$802K 0.02% 386

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

Avidian Wealth Enterprises's AVGO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Broadcom (AVGO) stake by 3% in Q2 2026, buying an estimated $727K and bringing the position to 62,064 shares worth $23.4M. The position accounts for 0.65% of the portfolio, ranked #31.

Avidian Wealth Enterprises first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Avidian Wealth Enterprises held 62,064 shares of Broadcom worth $23.4M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,814 Broadcom shares in Q2 2026, an estimated $727K.
  • Broadcom made up 0.65% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #31 holding.
  • Avidian Wealth Enterprises first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.