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Cooper/Haims Advisors’s Broadcom AVGO Stock Holding History

Cooper/Haims 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 		$630K Buy
1,667
+141
+9% +$56.5K 0.27% 45
2026
Q1 		$472K Buy
1,526
+279
+22% +$91.8K 0.22% 48
2025
Q4 		$432K Sell
1,247
-168
-12% -$60.1K 0.2% 52
2025
Q3 		$467K Buy
1,415
+101
+8% +$31K 0.22% 49
2025
Q2 		$362K Buy
+1,314
New +$285K 0.18% 51
2025
Q1 		– Sell
-993
Closed -$230K – 80
2024
Q4 		$230K Buy
+993
New +$184K 0.13% 69

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

Cooper/Haims Advisors's AVGO Position: Q2 2026 in Review

Cooper/Haims Advisors increased its Broadcom (AVGO) stake by 9.2% in Q2 2026, buying an estimated $56.5K and bringing the position to 1,667 shares worth $630K. The position accounts for 0.27% of the portfolio, ranked #45.

Cooper/Haims Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cooper/Haims Advisors held 1,667 shares of Broadcom worth $630K as of Q2 2026.
  • Cooper/Haims Advisors bought 141 Broadcom shares in Q2 2026, an estimated $56.5K.
  • Broadcom made up 0.27% of Cooper/Haims Advisors's portfolio in Q2 2026, its #45 holding.
  • Cooper/Haims Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.