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Bell Investment Advisors’s Broadcom AVGO Stock Holding History

Bell Investment 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 		$785K Sell
2,077
-51
-2% -$20.4K 0.12% 66
2026
Q1 		$659K Buy
2,128
+11
+0.5% +$3.62K 0.1% 70
2025
Q4 		$733K Buy
2,117
+479
+29% +$171K 0.12% 66
2025
Q3 		$540K Buy
1,638
+30
+2% +$9.2K 0.09% 73
2025
Q2 		$443K Buy
1,608
+176
+12% +$38.2K 0.08% 81
2025
Q1 		$240K Buy
1,432
+6
+0.4% +$1.27K 0.04% 101
2024
Q4 		$331K Buy
1,426
+12
+0.8% +$2.22K 0.06% 82
2024
Q3 		$244K Buy
1,414
+14
+1% +$2.24K 0.04% 99
2024
Q2 		$225K Buy
1,400
+40
+3% +$5.61K 0.04% 99
2024
Q1 		$180K Buy
1,360
+20
+1% +$2.48K 0.04% 104
2023
Q4 		$150K Buy
1,340
+210
+19% +$19.9K 0.03% 108
2023
Q3 		$93.9K Buy
1,130
+90
+9% +$7.8K 0.02% 125
2023
Q2 		$90.2K Buy
1,040
+20
+2% +$1.43K 0.02% 119
2023
Q1 		$65.4K Buy
1,020
+30
+3% +$1.8K 0.02% 139
2022
Q4 		$55.4K Sell
990
-430
-30% -$21.6K 0.01% 155
2022
Q3 		$63K Buy
1,420
+30
+2% +$1.53K 0.02% 112
2022
Q2 		$68K Buy
+1,390
New +$78K 0.02% 107
2021
Q4 		$110K Buy
1,650
+40
+2% +$2.25K 0.03% 100
2021
Q3 		$78K Buy
+1,610
New +$78.3K 0.02% 108

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

Bell Investment Advisors's AVGO Position: Q2 2026 in Review

Bell Investment Advisors reduced its Broadcom (AVGO) stake by 2.4% in Q2 2026, selling an estimated $20.4K and leaving 2,077 shares worth $785K. The position accounts for 0.12% of the portfolio, ranked #66.

Bell Investment Advisors first reported a position in AVGO in Q3 2021 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bell Investment Advisors held 2,077 shares of Broadcom worth $785K as of Q2 2026.
  • Bell Investment Advisors sold 51 Broadcom shares in Q2 2026, an estimated $20.4K.
  • Broadcom made up 0.12% of Bell Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Bell Investment Advisors first reported a position in Broadcom in Q3 2021 and has held it in 19 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.