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Boulder Wealth Advisors’s Broadcom AVGO Stock Holding History

Boulder 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 		$26.1M Sell
69,030
-4,805
-7% -$1.93M 9.51% 6
2026
Q1 		$22.9M Buy
73,835
+66,760
+944% +$22M 9.11% 6
2025
Q4 		$2.45M Buy
7,075
+244
+4% +$87.3K 1.03% 14
2025
Q3 		$2.25M Buy
+6,831
New +$2.1M 1.05% 11
2025
Q1 		$973K Buy
5,810
+67
+1% +$14.2K 0.57% 14
2024
Q4 		$1.33M Sell
5,743
-87
-1% -$16.1K 0.69% 14
2024
Q3 		$1.01M Sell
5,830
-190
-3% -$30.5K 0.55% 15
2024
Q2 		$966K Sell
6,020
-250
-4% -$35K 0.56% 14
2024
Q1 		$832K Buy
+6,270
New +$777K 0.52% 14
2022
Q4 		$314K Buy
+5,610
New +$281K 0.28% 17

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

Boulder Wealth Advisors's AVGO Position: Q2 2026 in Review

Boulder Wealth Advisors reduced its Broadcom (AVGO) stake by 6.5% in Q2 2026, selling an estimated $1.93M and leaving 69,030 shares worth $26.1M. The position accounts for 9.51% of the portfolio, ranked #6.

Boulder Wealth Advisors first reported a position in AVGO in Q4 2022 and has held it in 10 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Boulder Wealth Advisors held 69,030 shares of Broadcom worth $26.1M as of Q2 2026.
  • Boulder Wealth Advisors sold 4,805 Broadcom shares in Q2 2026, an estimated $1.93M.
  • Broadcom made up 9.51% of Boulder Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Boulder Wealth Advisors first reported a position in Broadcom in Q4 2022 and has held it in 10 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.