Beta Wealth Group’s Broadcom AVGO Stock Holding History

Beta Wealth Group’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	$533K	Hold	1,410	–	–	0.2%	82
2026 Q1	$436K	Buy	1,410 +277	+24%	+$91.1K	0.18%	89
2025 Q4	$392K	Sell	1,133 -1	-0.1%	-$358	0.16%	93
2025 Q3	$374K	Sell	1,134 -4	-0.4%	-$1.23K	0.15%	99
2025 Q2	$314K	Sell	1,138 -960	-46%	-$208K	0.11%	91
2025 Q1	$351K	Hold	2,098	–	–	0.13%	84
2024 Q4	$486K	Sell	2,098 -2,803	-57%	-$518K	0.22%	78
2024 Q3	$846K	Buy	+4,901	New	+$786K	0.38%	47
2024 Q2	–	Sell	-1,400	Closed	-$186K	–	105
2024 Q1	$186K	Sell	1,400 -660	-32%	-$81.8K	0.09%	99
2023 Q4	$230K	Buy	+2,060	New	+$195K	0.12%	96
2023 Q3	–	Sell	-2,800	Closed	-$243K	–	101
2023 Q2	$243K	Sell	2,800 -730	-21%	-$52.1K	0.14%	92
2023 Q1	$226K	Buy	+3,530	New	+$212K	0.13%	92
2021 Q3	–	Sell	-4,430	Closed	-$212K	–	62
2021 Q2	$212K	Sell	4,430 -170	-4%	-$7.88K	0.15%	61
2021 Q1	$213K	Buy	+4,600	New	+$213K	0.15%	55

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

Beta Wealth Group's AVGO Position: Q2 2026 in Review

Beta Wealth Group held its Broadcom (AVGO) position steady in Q2 2026 at 1,410 shares worth $533K. The position accounts for 0.2% of the portfolio, ranked #82.

Beta Wealth Group first reported a position in AVGO in Q1 2021 and has held it in 14 quarters since. The position peaked at $846K in Q3 2024. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Beta Wealth Group held 1,410 shares of Broadcom worth $533K as of Q2 2026.
Beta Wealth Group left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.2% of Beta Wealth Group's portfolio in Q2 2026, its #82 holding.
Beta Wealth Group first reported a position in Broadcom in Q1 2021 and has held it in 14 quarters since.
Beta Wealth Group's Broadcom position peaked at $846K in Q3 2024.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.