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Compass Ion Advisors’s Broadcom AVGO Stock Holding History

Compass Ion 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 		$942K Sell
2,495
-1,003
-29% -$402K 0.08% 128
2026
Q1 		$1.08M Sell
3,498
-92
-3% -$30.3K 0.1% 107
2025
Q4 		$1.24M Sell
3,590
-119
-3% -$42.6K 0.12% 89
2025
Q3 		$1.22M Buy
3,709
+888
+31% +$272K 0.12% 92
2025
Q2 		$778K Sell
2,821
-17
-0.6% -$3.69K 0.08% 129
2025
Q1 		$475K Sell
2,838
-8
-0.3% -$1.69K 0.06% 169
2024
Q4 		$660K Sell
2,846
-69
-2% -$12.8K 0.08% 143
2024
Q3 		$503K Buy
2,915
+265
+10% +$42.5K 0.06% 165
2024
Q2 		$351K Hold
2,650
– – 0.05% 174
2024
Q1 		$351K Sell
2,650
-10
-0.4% -$1.24K 0.05% 174
2023
Q4 		$297K Buy
+2,660
New +$252K 0.05% 189

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

Compass Ion Advisors's AVGO Position: Q2 2026 in Review

Compass Ion Advisors reduced its Broadcom (AVGO) stake by 29% in Q2 2026, selling an estimated $402K and leaving 2,495 shares worth $942K. The position accounts for 0.08% of the portfolio, ranked #128.

Compass Ion Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Compass Ion Advisors held 2,495 shares of Broadcom worth $942K as of Q2 2026.
  • Compass Ion Advisors sold 1,003 Broadcom shares in Q2 2026, an estimated $402K.
  • Broadcom made up 0.08% of Compass Ion Advisors's portfolio in Q2 2026, its #128 holding.
  • Compass Ion Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Compass Ion Advisors's Broadcom position peaked at $1.24M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.