Blue Zone Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$723K Buy
1,914
+30
+2% +$12K 0.13% 72
2026
Q1
$583K Buy
1,884
+28
+2% +$9.21K 0.12% 77
2025
Q4
$642K Buy
1,856
+86
+5% +$30.8K 0.12% 85
2025
Q3
$584K Buy
+1,770
New +$543K 0.12% 82

Other funds holding AVGO

Blue Zone Wealth Advisors's AVGO Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Broadcom (AVGO) stake by 1.6% in Q2 2026, buying an estimated $12K and bringing the position to 1,914 shares worth $723K. The position accounts for 0.13% of the portfolio, ranked #72.

Blue Zone Wealth Advisors first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Blue Zone Wealth Advisors held 1,914 shares of Broadcom worth $723K as of Q2 2026.
  • Blue Zone Wealth Advisors bought 30 Broadcom shares in Q2 2026, an estimated $12K.
  • Broadcom made up 0.13% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Blue Zone Wealth Advisors first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.