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Crewe Advisors’s Broadcom AVGO Stock Holding History

Crewe 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 		$2.92M Buy
7,723
+1,075
+16% +$431K 0.21% 50
2026
Q1 		$2.06M Buy
6,648
+219
+3% +$72.1K 0.18% 58
2025
Q4 		$2.23M Sell
6,429
-2,224
-26% -$795K 0.2% 52
2025
Q3 		$2.85M Buy
+8,653
New +$2.65M 0.27% 44
2024
Q3 		– Sell
-8,630
Closed -$1.39M – 740
2024
Q2 		$1.39M Buy
8,630
+420
+5% +$58.9K 0.16% 58
2024
Q1 		$1.09M Buy
+8,210
New +$1.02M 0.13% 64
2023
Q3 		– Sell
-6,890
Closed -$598K – 612
2023
Q2 		$598K Buy
6,890
+310
+5% +$22.1K 0.08% 72
2023
Q1 		$422K Buy
6,580
+1,160
+21% +$69.8K 0.06% 94
2022
Q4 		$303K Sell
5,420
-800
-13% -$40.1K 0.05% 113
2022
Q3 		$276K Buy
6,220
+570
+10% +$29.1K 0.05% 111
2022
Q2 		$274K Buy
5,650
+1,820
+48% +$102K 0.06% 99
2022
Q1 		$241K Buy
3,830
+2,570
+204% +$153K 0.05% 99
2021
Q4 		$84K Buy
1,260
+1,040
+473% +$58.5K 0.02% 144
2021
Q3 		$11K Sell
220
-60
-21% -$2.92K ﹤0.01% 258
2021
Q2 		$13K Sell
280
-50
-15% -$2.32K ﹤0.01% 252
2021
Q1 		$15K Hold
330
– – ﹤0.01% 236
2020
Q4 		$14K Sell
330
-60
-15% -$2.34K 0.01% 225
2020
Q3 		$14K Buy
+390
New +$13.1K 0.01% 208

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

Crewe Advisors's AVGO Position: Q2 2026 in Review

Crewe Advisors increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $431K and bringing the position to 7,723 shares worth $2.92M. The position accounts for 0.21% of the portfolio, ranked #50.

Crewe Advisors first reported a position in AVGO in Q3 2020 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Crewe Advisors held 7,723 shares of Broadcom worth $2.92M as of Q2 2026.
  • Crewe Advisors bought 1,075 Broadcom shares in Q2 2026, an estimated $431K.
  • Broadcom made up 0.21% of Crewe Advisors's portfolio in Q2 2026, its #50 holding.
  • Crewe Advisors first reported a position in Broadcom in Q3 2020 and has held it in 18 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.