BSTWA
AVGO icon

Blake Schutter Theil Wealth Advisors’s Broadcom AVGO Stock Holding History

Blake Schutter Theil Wealth 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 		$773K Hold
2,046
– – 0.52% 43
2026
Q1 		$633K Sell
2,046
-1
-0% -$329 0.52% 49
2025
Q4 		$708K Sell
2,047
-136
-6% -$48.6K 0.58% 39
2025
Q3 		$720K Sell
2,183
-614
-22% -$188K 0.71% 38
2025
Q2 		$771K Hold
2,797
– – 0.87% 28
2025
Q1 		$468K Sell
2,797
-170
-6% -$36K 0.53% 60
2024
Q4 		$688K Sell
2,967
-2,354
-44% -$435K 0.73% 31
2024
Q3 		$918K Buy
+5,321
New +$853K 0.66% 42

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

Blake Schutter Theil Wealth Advisors's AVGO Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 2,046 shares worth $773K. The position accounts for 0.52% of the portfolio, ranked #43.

Blake Schutter Theil Wealth Advisors first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $918K in Q3 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 2,046 shares of Broadcom worth $773K as of Q2 2026.
  • Blake Schutter Theil Wealth Advisors left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.52% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Blake Schutter Theil Wealth Advisors first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Blake Schutter Theil Wealth Advisors's Broadcom position peaked at $918K in Q3 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.