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BSW Wealth Partners’s Broadcom AVGO Stock Holding History

BSW Wealth Partners’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 		$5.26M Sell
13,936
-204
-1% -$81.8K 0.59% 31
2026
Q1 		$4.38M Buy
14,140
+130
+0.9% +$42.8K 0.53% 34
2025
Q4 		$4.85M Sell
14,010
-820
-6% -$293K 0.58% 32
2025
Q3 		$4.89M Buy
14,830
+242
+2% +$74.2K 0.61% 30
2025
Q2 		$4.02M Sell
14,588
-84
-0.6% -$18.2K 0.55% 32
2025
Q1 		$2.46M Sell
14,672
-383
-3% -$81.1K 0.37% 42
2024
Q4 		$3.49M Buy
15,055
+433
+3% +$80.1K 0.51% 37
2024
Q3 		$2.52M Buy
14,622
+582
+4% +$93.3K 0.38% 41
2024
Q2 		$2.25M Buy
14,040
+1,300
+10% +$182K 0.37% 39
2024
Q1 		$1.69M Sell
12,740
-620
-5% -$76.8K 0.29% 52
2023
Q4 		$1.49M Buy
13,360
+70
+0.5% +$6.63K 0.3% 44
2023
Q3 		$1.1M Sell
13,290
-1,560
-11% -$135K 0.25% 57
2023
Q2 		$1.29M Sell
14,850
-210
-1% -$15K 0.27% 50
2023
Q1 		$966K Buy
15,060
+870
+6% +$52.3K 0.2% 69
2022
Q4 		$793K Sell
14,190
-20
-0.1% -$1K 0.17% 84
2022
Q3 		$631K Sell
14,210
-500
-3% -$25.5K 0.16% 87
2022
Q2 		$714K Buy
14,710
+120
+0.8% +$6.74K 0.17% 85
2022
Q1 		$919K Sell
14,590
-350
-2% -$20.8K 0.23% 60
2021
Q4 		$994K Buy
14,940
+2,750
+23% +$155K 0.25% 57
2021
Q3 		$591K Buy
12,190
+340
+3% +$16.5K 0.17% 92
2021
Q2 		$565K Buy
11,850
+2,580
+28% +$120K 0.16% 92
2021
Q1 		$430K Buy
9,270
+1,650
+22% +$76.3K 0.12% 101
2020
Q4 		$334K Buy
7,620
+260
+4% +$10.1K 0.1% 115
2020
Q3 		$268K Buy
+7,360
New +$247K 0.1% 109

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

BSW Wealth Partners's AVGO Position: Q2 2026 in Review

BSW Wealth Partners reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $81.8K and leaving 13,936 shares worth $5.26M. The position accounts for 0.59% of the portfolio, ranked #31.

BSW Wealth Partners first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • BSW Wealth Partners held 13,936 shares of Broadcom worth $5.26M as of Q2 2026.
  • BSW Wealth Partners sold 204 Broadcom shares in Q2 2026, an estimated $81.8K.
  • Broadcom made up 0.59% of BSW Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • BSW Wealth Partners first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.