Envestnet Portfolio Solutions
AVGO icon

Envestnet Portfolio Solutions’s Broadcom AVGO Stock Holding History

Envestnet Portfolio Solutions’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 		$85.9M Buy
227,394
+19,465
+9% +$7.8M 0.41% 49
2026
Q1 		$64.4M Sell
207,929
-65,696
-24% -$21.6M 0.36% 51
2025
Q4 		$94.7M Buy
273,625
+29,463
+12% +$10.5M 0.33% 57
2025
Q3 		$80.6M Buy
244,162
+3,238
+1% +$993K 0.3% 59
2025
Q2 		$66.4M Buy
240,924
+23,382
+11% +$5.08M 0.24% 63
2025
Q1 		$36.4M Sell
217,542
-67,918
-24% -$14.4M 0.14% 87
2024
Q4 		$66.2M Buy
285,460
+12,924
+5% +$2.39M 0.22% 63
2024
Q3 		$47M Buy
272,536
+9,066
+3% +$1.45M 0.15% 72
2024
Q2 		$42.3M Buy
263,470
+86,520
+49% +$12.1M 0.15% 78
2024
Q1 		$23.5M Buy
176,950
+4,600
+3% +$570K 0.09% 119
2023
Q4 		$19.2M Sell
172,350
-51,880
-23% -$4.91M 0.08% 119
2023
Q3 		$18.6M Buy
+224,230
New +$19.4M 0.09% 111

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

Envestnet Portfolio Solutions's AVGO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Broadcom (AVGO) stake by 9.4% in Q2 2026, buying an estimated $7.8M and bringing the position to 227,394 shares worth $85.9M. The position accounts for 0.41% of the portfolio, ranked #49.

Envestnet Portfolio Solutions first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $94.7M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Envestnet Portfolio Solutions held 227,394 shares of Broadcom worth $85.9M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 19,465 Broadcom shares in Q2 2026, an estimated $7.8M.
  • Broadcom made up 0.41% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #49 holding.
  • Envestnet Portfolio Solutions first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Broadcom position peaked at $94.7M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.