E-Wealth Partners’s Broadcom AVGO Stock Holding History

E-Wealth Partners’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	$355K	Hold	940	–	–	0.26%	46
2026 Q1	$291K	Buy	940 +136	+17%	+$44.8K	0.23%	51
2025 Q4	$278K	Buy	+804	New	+$288K	0.23%	51

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

E-Wealth Partners's AVGO Position: Q2 2026 in Review

E-Wealth Partners held its Broadcom (AVGO) position steady in Q2 2026 at 940 shares worth $355K. The position accounts for 0.26% of the portfolio, ranked #46.

E-Wealth Partners first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

E-Wealth Partners held 940 shares of Broadcom worth $355K as of Q2 2026.
E-Wealth Partners left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.26% of E-Wealth Partners's portfolio in Q2 2026, its #46 holding.
E-Wealth Partners first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.