Brio Consultants’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
$334K Buy
883
+231
+35% +$92.6K 0.04% 118
2026
Q1
$279K Buy
652
+46
+8% +$15.1K 0.03% 124
2025
Q4
$210K Buy
+606
New +$217K 0.03% 141
2025
Q3
Sell
-998
Closed -$275K 138
2025
Q2
$275K Sell
998
-952
-49% -$207K 0.04% 111
2025
Q1
$326K Buy
1,950
+206
+12% +$43.6K 0.05% 92
2024
Q4
$404K Buy
1,744
+345
+25% +$63.8K 0.06% 86
2024
Q3
$241K Buy
+1,399
New +$224K 0.04% 98

Other funds holding AVGO

Brio Consultants's AVGO Position: Q2 2026 in Review

Brio Consultants increased its Broadcom (AVGO) stake by 35% in Q2 2026, buying an estimated $92.6K and bringing the position to 883 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #118.

Brio Consultants first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $404K in Q4 2024. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Brio Consultants held 883 shares of Broadcom worth $334K as of Q2 2026.
  • Brio Consultants bought 231 Broadcom shares in Q2 2026, an estimated $92.6K.
  • Broadcom made up 0.04% of Brio Consultants's portfolio in Q2 2026, its #118 holding.
  • Brio Consultants first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • Brio Consultants's Broadcom position peaked at $404K in Q4 2024.
  • 4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.