DI
AVGO icon

Disciplined Investors’s Broadcom AVGO Stock Holding History

Disciplined Investors’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 		$653K Sell
1,729
-327
-16% -$131K 0.33% 67
2026
Q1 		$636K Buy
2,056
+149
+8% +$49K 0.38% 60
2025
Q4 		$660K Buy
1,907
+194
+11% +$69.4K 0.43% 56
2025
Q3 		$565K Sell
1,713
-622
-27% -$191K 0.4% 59
2025
Q2 		$644K Buy
2,335
+53
+2% +$11.5K 0.5% 52
2025
Q1 		$382K Sell
2,282
-512
-18% -$108K 0.34% 66
2024
Q4 		$630K Buy
+2,794
New +$517K 0.61% 44

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

Disciplined Investors's AVGO Position: Q2 2026 in Review

Disciplined Investors reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $131K and leaving 1,729 shares worth $653K. The position accounts for 0.33% of the portfolio, ranked #67.

Disciplined Investors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Disciplined Investors held 1,729 shares of Broadcom worth $653K as of Q2 2026.
  • Disciplined Investors sold 327 Broadcom shares in Q2 2026, an estimated $131K.
  • Broadcom made up 0.33% of Disciplined Investors's portfolio in Q2 2026, its #67 holding.
  • Disciplined Investors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's Broadcom position peaked at $660K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.