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Concord Wealth Partners’s Broadcom AVGO Stock Holding History

Concord 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 		$12.8M Buy
34,005
+646
+2% +$259K 1.47% 14
2026
Q1 		$10.3M Buy
33,359
+1,573
+5% +$518K 1.34% 17
2025
Q4 		$11M Buy
31,786
+1,029
+3% +$368K 1.43% 16
2025
Q3 		$10.1M Sell
30,757
-504
-2% -$155K 1.4% 15
2025
Q2 		$8.62M Sell
31,261
-4,645
-13% -$1.01M 1.26% 18
2025
Q1 		$6.01M Sell
35,906
-10,109
-22% -$2.14M 0.99% 26
2024
Q4 		$10.7M Sell
46,015
-511
-1% -$94.5K 1.75% 13
2024
Q3 		$8.03M Buy
46,526
+2,676
+6% +$429K 1.34% 18
2024
Q2 		$7.04M Buy
43,850
+3,490
+9% +$489K 1.24% 20
2024
Q1 		$5.35M Buy
40,360
+2,880
+8% +$357K 0.96% 27
2023
Q4 		$4.18M Buy
37,480
+4,350
+13% +$412K 0.84% 29
2023
Q3 		$2.75M Buy
33,130
+1,190
+4% +$103K 0.58% 34
2023
Q2 		$2.77M Buy
31,940
+11,920
+60% +$850K 0.6% 34
2023
Q1 		$1.28M Buy
20,020
+1,630
+9% +$98.1K 0.36% 42
2022
Q4 		$1.03M Sell
18,390
-5,070
-22% -$254K 0.31% 45
2022
Q3 		$1.04M Sell
23,460
-130
-0.6% -$6.64K 0.33% 46
2022
Q2 		$1.15M Buy
23,590
+4,480
+23% +$251K 0.31% 45
2022
Q1 		$1.2M Buy
19,110
+1,140
+6% +$67.7K 0.31% 42
2021
Q4 		$1.2M Buy
17,970
+13,380
+292% +$752K 0.29% 43
2021
Q3 		$223K Sell
4,590
-11,340
-71% -$551K 0.09% 81
2021
Q2 		$760K Buy
15,930
+2,210
+16% +$102K 0.22% 43
2021
Q1 		$636K Buy
13,720
+10,540
+331% +$487K 0.21% 48
2020
Q4 		$139K Buy
+3,180
New +$124K 0.11% 103

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

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

Concord Wealth Partners increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $259K and bringing the position to 34,005 shares worth $12.8M. The position accounts for 1.47% of the portfolio, ranked #14.

Concord Wealth Partners first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Concord Wealth Partners held 34,005 shares of Broadcom worth $12.8M as of Q2 2026.
  • Concord Wealth Partners bought 646 Broadcom shares in Q2 2026, an estimated $259K.
  • Broadcom made up 1.47% of Concord Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Concord Wealth Partners first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.