Core Wealth Advisors (Florida)’s Broadcom AVGO Stock Holding History

Core Wealth Advisors (Florida)’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	$971K	Buy	2,570 +143	+6%	+$57.3K	0.2%	48
2026 Q1	$751K	Buy	2,427 +64	+3%	+$21.1K	0.18%	52
2025 Q4	$818K	Buy	2,363 +101	+4%	+$36.1K	0.21%	44
2025 Q3	$746K	Buy	2,262 +163	+8%	+$50K	0.19%	43
2025 Q2	$579K	Buy	2,099 +878	+72%	+$191K	0.17%	42
2025 Q1	$204K	Buy	+1,221	New	+$258K	0.07%	68
2024 Q2	–	Sell	-490	Closed	-$64.9K	–	67
2024 Q1	$64.9K	Hold	490	–	–	0.02%	95
2023 Q4	$54.7K	Hold	490	–	–	0.02%	94
2023 Q3	$40.7K	Hold	490	–	–	0.02%	86
2023 Q2	$42.5K	Hold	490	–	–	0.02%	86
2023 Q1	$31.4K	Hold	490	–	–	0.01%	94
2022 Q4	$27.4K	Buy	+490	New	+$24.6K	0.01%	102
2022 Q2	–	Sell	-14,850	Closed	-$935K	–	219
2022 Q1	$935K	Buy	+14,850	New	+$882K	0.52%	24
2020 Q1	–	Sell	-80	Closed	-$3K	–	151
2019 Q4	$3K	Buy	+80	New	+$2.43K	﹤0.01%	104

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Core Wealth Advisors (Florida)'s AVGO Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Broadcom (AVGO) stake by 5.9% in Q2 2026, buying an estimated $57.3K and bringing the position to 2,570 shares worth $971K. The position accounts for 0.2% of the portfolio, ranked #48.

Core Wealth Advisors (Florida) first reported a position in AVGO in Q4 2019 and has held it in 14 quarters since. 4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Core Wealth Advisors (Florida) held 2,570 shares of Broadcom worth $971K as of Q2 2026.
Core Wealth Advisors (Florida) bought 143 Broadcom shares in Q2 2026, an estimated $57.3K.
Broadcom made up 0.2% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #48 holding.
Core Wealth Advisors (Florida) first reported a position in Broadcom in Q4 2019 and has held it in 14 quarters since.
4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.