BetterWealth’s Broadcom AVGO Stock Holding History

BetterWealth’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	$278K	Hold	737	–	–	0.05%	70
2026 Q1	$228K	Buy	+737	New	+$243K	0.04%	78
2025 Q1	–	Sell	-1,056	Closed	-$245K	–	62
2024 Q4	$245K	Buy	+1,056	New	+$195K	0.07%	59
2024 Q2	–	Sell	-6,020	Closed	-$797K	–	62
2024 Q1	$797K	Hold	6,020	–	–	0.26%	31
2023 Q4	$672K	Buy	6,020 +90	+2%	+$8.52K	0.23%	33
2023 Q3	$492K	Hold	5,930	–	–	0.2%	29
2023 Q2	$514K	Buy	5,930 +40	+0.7%	+$2.85K	0.2%	28
2023 Q1	$378K	Buy	5,890 +40	+0.7%	+$2.41K	0.15%	32
2022 Q4	$327K	Buy	5,850 +50	+0.9%	+$2.51K	0.15%	30
2022 Q3	$258K	Buy	5,800 +50	+0.9%	+$2.55K	0.13%	33
2022 Q2	$279K	Buy	5,750 +50	+0.9%	+$2.81K	0.14%	32
2022 Q1	$359K	Buy	5,700 +30	+0.5%	+$1.78K	0.48%	21
2021 Q4	$377K	Buy	+5,670	New	+$319K	0.26%	24

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

BetterWealth's AVGO Position: Q2 2026 in Review

BetterWealth held its Broadcom (AVGO) position steady in Q2 2026 at 737 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #70.

BetterWealth first reported a position in AVGO in Q4 2021 and has held it in 13 quarters since. The position peaked at $797K in Q1 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

BetterWealth held 737 shares of Broadcom worth $278K as of Q2 2026.
BetterWealth left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.05% of BetterWealth's portfolio in Q2 2026, its #70 holding.
BetterWealth first reported a position in Broadcom in Q4 2021 and has held it in 13 quarters since.
BetterWealth's Broadcom position peaked at $797K in Q1 2024.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.