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Ballast Advisors’s Broadcom AVGO Stock Holding History

Ballast Advisors’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 		$66.1K Sell
175
-65
-27% -$26.1K 0.02% 161
2026
Q1 		$74.3K Buy
+240
New +$79K 0.02% 179

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

Ballast Advisors's AVGO Position: Q2 2026 in Review

Ballast Advisors reduced its Broadcom (AVGO) stake by 27% in Q2 2026, selling an estimated $26.1K and leaving 175 shares worth $66.1K. The position accounts for 0.02% of the portfolio, ranked #161.

Ballast Advisors first reported a position in AVGO in Q1 2026 and has held it in 2 quarters since. The position peaked at $74.3K in Q1 2026. 4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ballast Advisors held 175 shares of Broadcom worth $66.1K as of Q2 2026.
  • Ballast Advisors sold 65 Broadcom shares in Q2 2026, an estimated $26.1K.
  • Broadcom made up 0.02% of Ballast Advisors's portfolio in Q2 2026, its #161 holding.
  • Ballast Advisors first reported a position in Broadcom in Q1 2026 and has held it in 2 quarters since.
  • Ballast Advisors's Broadcom position peaked at $74.3K in Q1 2026.
  • 4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.