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Beacon Pointe Advisors’s Broadcom AVGO Stock Holding History

Beacon Pointe 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 		$148M Buy
391,561
+33,349
+9% +$13.4M 0.69% 27
2026
Q1 		$111M Buy
358,212
+97,809
+38% +$32.2M 0.59% 33
2025
Q4 		$90.1M Buy
260,403
+26,287
+11% +$9.4M 0.63% 30
2025
Q3 		$77.2M Sell
234,116
-19,212
-8% -$5.89M 0.65% 29
2025
Q2 		$69.8M Buy
253,328
+953
+0.4% +$207K 0.73% 25
2025
Q1 		$42.3M Sell
252,375
-50,137
-17% -$10.6M 0.47% 40
2024
Q4 		$70.1M Sell
302,512
-3,382
-1% -$626K 0.78% 25
2024
Q3 		$52.8M Sell
305,894
-876
-0.3% -$140K 0.61% 35
2024
Q2 		$49.3M Sell
306,770
-9,130
-3% -$1.28M 0.58% 36
2024
Q1 		$41.9M Sell
315,900
-4,360
-1% -$540K 0.47% 42
2023
Q4 		$35.8M Buy
320,260
+22,530
+8% +$2.13M 0.43% 44
2023
Q3 		$24.7M Buy
297,730
+43,570
+17% +$3.78M 0.31% 77
2023
Q2 		$22M Buy
254,160
+50,940
+25% +$3.63M 0.36% 62
2023
Q1 		$13M Buy
203,220
+7,100
+4% +$427K 0.22% 105
2022
Q4 		$11M Sell
196,120
-46,250
-19% -$2.32M 0.21% 110
2022
Q3 		$10.8M Sell
242,370
-7,070
-3% -$361K 0.24% 97
2022
Q2 		$12M Sell
249,440
-38,800
-13% -$2.18M 0.25% 94
2022
Q1 		$18.1M Buy
288,240
+264,120
+1,095% +$15.7M 0.25% 95
2021
Q4 		$1.6M Sell
24,120
-90,520
-79% -$5.09M 0.04% 290
2021
Q3 		$5.56M Buy
114,640
+84,100
+275% +$4.09M 0.14% 158
2021
Q2 		$1.46M Buy
30,540
+20,190
+195% +$936K 0.05% 273
2021
Q1 		$481K Buy
10,350
+1,080
+12% +$49.9K 0.03% 306
2020
Q4 		$405K Buy
9,270
+2,200
+31% +$85.8K 0.03% 309
2020
Q3 		$258K Buy
7,070
+420
+6% +$14.1K 0.02% 322
2020
Q2 		$209K Buy
+6,650
New +$186K 0.02% 364

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

Beacon Pointe Advisors's AVGO Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Broadcom (AVGO) stake by 9.3% in Q2 2026, buying an estimated $13.4M and bringing the position to 391,561 shares worth $148M. The position accounts for 0.69% of the portfolio, ranked #27.

Beacon Pointe Advisors first reported a position in AVGO in Q2 2020 and has held it in 25 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Beacon Pointe Advisors held 391,561 shares of Broadcom worth $148M as of Q2 2026.
  • Beacon Pointe Advisors bought 33,349 Broadcom shares in Q2 2026, an estimated $13.4M.
  • Broadcom made up 0.69% of Beacon Pointe Advisors's portfolio in Q2 2026, its #27 holding.
  • Beacon Pointe Advisors first reported a position in Broadcom in Q2 2020 and has held it in 25 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.