EWA
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Emergent Wealth Advisors’s Broadcom AVGO Stock Holding History

Emergent Wealth 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 		$1.99M Buy
5,214
+398
+8% +$160K 1.03% 22
2026
Q1 		$1.49M Buy
4,816
+564
+13% +$186K 0.88% 26
2025
Q4 		$1.47M Buy
4,252
+978
+30% +$350K 0.83% 29
2025
Q3 		$1.08M Buy
3,274
+98
+3% +$30.1K 0.63% 34
2025
Q2 		$898K Buy
3,176
+66
+2% +$14.3K 0.57% 35
2025
Q1 		$521K Buy
3,110
+1,951
+168% +$413K 0.38% 52
2024
Q4 		$269K Buy
+1,159
New +$214K 0.19% 90

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

Emergent Wealth Advisors's AVGO Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Broadcom (AVGO) stake by 8.3% in Q2 2026, buying an estimated $160K and bringing the position to 5,214 shares worth $1.99M. The position accounts for 1.03% of the portfolio, ranked #22.

Emergent Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Emergent Wealth Advisors held 5,214 shares of Broadcom worth $1.99M as of Q2 2026.
  • Emergent Wealth Advisors bought 398 Broadcom shares in Q2 2026, an estimated $160K.
  • Broadcom made up 1.03% of Emergent Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Emergent Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.