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AVGO icon

Balance Wealth’s Broadcom AVGO Stock Holding History

Balance 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 		$467K Buy
1,236
+256
+26% +$103K 0.12% 94
2026
Q1 		$304K Buy
980
+145
+17% +$47.7K 0.09% 120
2025
Q4 		$289K Sell
835
-16
-2% -$5.72K 0.09% 117
2025
Q3 		$281K Buy
851
+9
+1% +$2.76K 0.07% 115
2025
Q2 		$232K Buy
+842
New +$183K 0.14% 94

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

Balance Wealth's AVGO Position: Q2 2026 in Review

Balance Wealth increased its Broadcom (AVGO) stake by 26% in Q2 2026, buying an estimated $103K and bringing the position to 1,236 shares worth $467K. The position accounts for 0.12% of the portfolio, ranked #94.

Balance Wealth first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Balance Wealth held 1,236 shares of Broadcom worth $467K as of Q2 2026.
  • Balance Wealth bought 256 Broadcom shares in Q2 2026, an estimated $103K.
  • Broadcom made up 0.12% of Balance Wealth's portfolio in Q2 2026, its #94 holding.
  • Balance Wealth first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.