Box Hill Private Wealth’s Broadcom AVGO Stock Holding History

Box Hill 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	$1.89M	Buy	4,991 +157	+3%	+$63K	1.51%	19
2026 Q1	$1.5M	Buy	4,834 +67	+1%	+$22K	1.48%	19
2025 Q4	$1.65M	Buy	+4,767	New	+$1.7M	1.67%	17

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

Box Hill Private Wealth's AVGO Position: Q2 2026 in Review

Box Hill Private Wealth increased its Broadcom (AVGO) stake by 3.2% in Q2 2026, buying an estimated $63K and bringing the position to 4,991 shares worth $1.89M. The position accounts for 1.51% of the portfolio, ranked #19.

Box Hill Private Wealth first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Box Hill Private Wealth held 4,991 shares of Broadcom worth $1.89M as of Q2 2026.
Box Hill Private Wealth bought 157 Broadcom shares in Q2 2026, an estimated $63K.
Broadcom made up 1.51% of Box Hill Private Wealth's portfolio in Q2 2026, its #19 holding.
Box Hill Private Wealth first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.