Baron Silver Stevens Financial Advisors’s Broadcom AVGO Stock Holding History

Baron Silver Stevens Financial 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	$1.28M	Buy	3,400 +110	+3%	+$44.1K	0.16%	57
2026 Q1	$1.02M	Buy	3,290 +73	+2%	+$24K	0.15%	59
2025 Q4	$1.11M	Sell	3,217 -429	-12%	-$153K	0.16%	61
2025 Q3	$1.2M	Sell	3,646 -104	-3%	-$31.9K	0.18%	56
2025 Q2	$1.03M	Buy	3,750 +91	+2%	+$19.8K	0.17%	59
2025 Q1	$613K	Buy	3,659 +90	+3%	+$19K	0.11%	65
2024 Q4	$828K	Hold	3,569	–	–	0.14%	60
2024 Q3	$616K	Buy	3,569 +199	+6%	+$31.9K	0.11%	63
2024 Q2	$542K	Buy	3,370 +90	+3%	+$12.6K	0.1%	66
2024 Q1	$435K	Buy	3,280 +450	+16%	+$55.8K	0.08%	77
2023 Q4	$316K	Hold	2,830	–	–	0.07%	81
2023 Q3	$235K	Buy	2,830 +30	+1%	+$2.6K	0.05%	94
2023 Q2	$243K	Buy	+2,800	New	+$200K	0.05%	96
2021 Q1	–	Sell	-670	Closed	-$29K	–	79
2020 Q4	$29K	Buy	+670	New	+$26.1K	0.01%	169

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's AVGO Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Broadcom (AVGO) stake by 3.3% in Q2 2026, buying an estimated $44.1K and bringing the position to 3,400 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #57.

Baron Silver Stevens Financial Advisors first reported a position in AVGO in Q4 2020 and has held it in 14 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Baron Silver Stevens Financial Advisors held 3,400 shares of Broadcom worth $1.28M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 110 Broadcom shares in Q2 2026, an estimated $44.1K.
Broadcom made up 0.16% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #57 holding.
Baron Silver Stevens Financial Advisors first reported a position in Broadcom in Q4 2020 and has held it in 14 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.