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Beverly Hills Private Wealth’s Broadcom AVGO Stock Holding History

Beverly Hills Private Wealth’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 		$5.11M Sell
13,524
-7,909
-37% -$3.17M 0.97% 31
2026
Q1 		$6.63M Sell
21,433
-502
-2% -$165K 1.11% 18
2025
Q4 		$7.59M Sell
21,935
-1,524
-6% -$545K 1.3% 14
2025
Q3 		$7.74M Sell
23,459
-3,963
-14% -$1.22M 1.37% 13
2025
Q2 		$7.56M Sell
27,422
-1,208
-4% -$262K 1.42% 12
2025
Q1 		$4.79M Sell
28,630
-1,662
-5% -$352K 0.95% 23
2024
Q4 		$7.02M Sell
30,292
-5,794
-16% -$1.07M 1.42% 12
2024
Q3 		$6.22M Sell
36,086
-6,014
-14% -$964K 1.26% 13
2024
Q2 		$6.76M Sell
42,100
-3,850
-8% -$540K 1.47% 10
2024
Q1 		$6.09M Sell
45,950
-7,840
-15% -$971K 1.41% 8
2023
Q4 		$6M Sell
53,790
-5,520
-9% -$523K 1.57% 7
2023
Q3 		$4.93M Sell
59,310
-57,280
-49% -$4.97M 1.47% 9
2023
Q2 		$10.3M Buy
116,590
+48,190
+70% +$3.44M 1.69% 7
2023
Q1 		$4.39M Buy
68,400
+9,760
+17% +$587K 1.36% 11
2022
Q4 		$3.28M Buy
+58,640
New +$2.94M 1.43% 11

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

Beverly Hills Private Wealth's AVGO Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Broadcom (AVGO) stake by 37% in Q2 2026, selling an estimated $3.17M and leaving 13,524 shares worth $5.11M. The position accounts for 0.97% of the portfolio, ranked #31.

Beverly Hills Private Wealth first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q2 2023. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Beverly Hills Private Wealth held 13,524 shares of Broadcom worth $5.11M as of Q2 2026.
  • Beverly Hills Private Wealth sold 7,909 Broadcom shares in Q2 2026, an estimated $3.17M.
  • Broadcom made up 0.97% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #31 holding.
  • Beverly Hills Private Wealth first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Broadcom position peaked at $10.3M in Q2 2023.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.