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Balboa Wealth Partners’s Broadcom AVGO Stock Holding History

Balboa 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 		$8.86M Buy
23,448
+3,440
+17% +$1.38M 1.21% 16
2026
Q1 		$6.19M Sell
20,008
-188
-0.9% -$61.9K 1.04% 17
2025
Q4 		$6.99M Buy
20,196
+605
+3% +$216K 1.16% 16
2025
Q3 		$6.46M Sell
19,591
-872
-4% -$268K 1.11% 17
2025
Q2 		$5.64M Buy
20,463
+6,083
+42% +$1.32M 1.13% 18
2025
Q1 		$2.41M Buy
14,380
+3,117
+28% +$660K 0.58% 32
2024
Q4 		$2.61M Sell
11,263
-1,640
-13% -$303K 0.6% 27
2024
Q3 		$2.23M Sell
12,903
-2,377
-16% -$381K 0.55% 32
2024
Q2 		$2.45M Buy
15,280
+1,290
+9% +$181K 0.65% 26
2024
Q1 		$1.85M Sell
13,990
-710
-5% -$88K 0.55% 32
2023
Q4 		$1.64M Sell
14,700
-3,670
-20% -$348K 0.55% 27
2023
Q3 		$1.53M Buy
18,370
+4,440
+32% +$385K 0.57% 29
2023
Q2 		$1.21M Sell
13,930
-260
-2% -$18.5K 0.42% 39
2023
Q1 		$910K Buy
14,190
+3,770
+36% +$227K 0.34% 56
2022
Q4 		$583K Sell
10,420
-2,350
-18% -$118K 0.26% 95
2022
Q3 		$567K Buy
+12,770
New +$652K 0.25% 79

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

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

Balboa Wealth Partners increased its Broadcom (AVGO) stake by 17% in Q2 2026, buying an estimated $1.38M and bringing the position to 23,448 shares worth $8.86M. The position accounts for 1.21% of the portfolio, ranked #16.

Balboa Wealth Partners first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Balboa Wealth Partners held 23,448 shares of Broadcom worth $8.86M as of Q2 2026.
  • Balboa Wealth Partners bought 3,440 Broadcom shares in Q2 2026, an estimated $1.38M.
  • Broadcom made up 1.21% of Balboa Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Balboa Wealth Partners first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.