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Brightwater Advisory’s Broadcom AVGO Stock Holding History

Brightwater Advisory’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 		$534K Sell
1,414
-902
-39% -$362K 0.34% 43
2026
Q1 		$717K Buy
+2,316
New +$762K 0.47% 36

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

Brightwater Advisory's AVGO Position: Q2 2026 in Review

Brightwater Advisory reduced its Broadcom (AVGO) stake by 39% in Q2 2026, selling an estimated $362K and leaving 1,414 shares worth $534K. The position accounts for 0.34% of the portfolio, ranked #43.

Brightwater Advisory first reported a position in AVGO in Q1 2026 and has held it in 2 quarters since. The position peaked at $717K in Q1 2026. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Brightwater Advisory held 1,414 shares of Broadcom worth $534K as of Q2 2026.
  • Brightwater Advisory sold 902 Broadcom shares in Q2 2026, an estimated $362K.
  • Broadcom made up 0.34% of Brightwater Advisory's portfolio in Q2 2026, its #43 holding.
  • Brightwater Advisory first reported a position in Broadcom in Q1 2026 and has held it in 2 quarters since.
  • Brightwater Advisory's Broadcom position peaked at $717K in Q1 2026.
  • 4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.