Eagle Wealth Strategies’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$981K Hold
2,596
0.37% 30
2026
Q1
$804K Sell
2,596
-82
-3% -$27K 0.35% 29
2025
Q4
$927K Sell
2,678
-92
-3% -$32.9K 0.43% 25
2025
Q3
$914K Buy
2,770
+2
+0.1% +$614 0.45% 23
2025
Q2
$763K Buy
2,768
+183
+7% +$39.7K 0.43% 27
2025
Q1
$433K Sell
2,585
-246
-9% -$52.1K 0.27% 45
2024
Q4
$656K Buy
2,831
+77
+3% +$14.2K 0.48% 26
2024
Q3
$475K Buy
2,754
+24
+0.9% +$3.85K 0.35% 41
2024
Q2
$438K Sell
2,730
-1,260
-32% -$177K 0.35% 40
2024
Q1
$539K Sell
3,990
-920
-19% -$114K 0.44% 31
2023
Q4
$548K Buy
+4,910
New +$465K 0.33% 31

Other funds holding AVGO

Eagle Wealth Strategies's AVGO Position: Q2 2026 in Review

Eagle Wealth Strategies held its Broadcom (AVGO) position steady in Q2 2026 at 2,596 shares worth $981K. The position accounts for 0.37% of the portfolio, ranked #30.

Eagle Wealth Strategies first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Eagle Wealth Strategies held 2,596 shares of Broadcom worth $981K as of Q2 2026.
  • Eagle Wealth Strategies left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.37% of Eagle Wealth Strategies's portfolio in Q2 2026, its #30 holding.
  • Eagle Wealth Strategies first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.