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Consilio Wealth Advisors’s Broadcom AVGO Stock Holding History

Consilio Wealth 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 		$2.03M Buy
5,377
+79
+1% +$31.7K 0.49% 31
2026
Q1 		$1.64M Buy
5,298
+61
+1% +$20.1K 0.48% 29
2025
Q4 		$1.81M Sell
5,237
-64
-1% -$22.9K 0.53% 27
2025
Q3 		$1.75M Buy
5,301
+85
+2% +$26.1K 0.57% 24
2025
Q2 		$1.4M Buy
5,216
+232
+5% +$50.4K 0.5% 24
2025
Q1 		$834K Buy
4,984
+137
+3% +$29K 0.35% 30
2024
Q4 		$1.12M Buy
4,847
+152
+3% +$28.1K 0.46% 26
2024
Q3 		$810K Buy
4,695
+635
+16% +$102K 0.33% 31
2024
Q2 		$652K Buy
4,060
+70
+2% +$9.81K 0.29% 36
2024
Q1 		$529K Buy
3,990
+330
+9% +$40.9K 0.25% 36
2023
Q4 		$409K Buy
3,660
+930
+34% +$88.1K 0.21% 36
2023
Q3 		$223K Buy
2,730
+200
+8% +$17.3K 0.13% 46
2023
Q2 		$220K Buy
+2,530
New +$180K 0.12% 47

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

Consilio Wealth Advisors's AVGO Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Broadcom (AVGO) stake by 1.5% in Q2 2026, buying an estimated $31.7K and bringing the position to 5,377 shares worth $2.03M. The position accounts for 0.49% of the portfolio, ranked #31.

Consilio Wealth Advisors first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Consilio Wealth Advisors held 5,377 shares of Broadcom worth $2.03M as of Q2 2026.
  • Consilio Wealth Advisors bought 79 Broadcom shares in Q2 2026, an estimated $31.7K.
  • Broadcom made up 0.49% of Consilio Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Consilio Wealth Advisors first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.