EP Wealth Advisors’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 | $334M | Buy |
883,315
+71,642
| +9% | +$28.7M | 1.28% | 19 |
|
|
2026
Q1 | $251M | Sell |
811,673
-44,730
| -5% | -$14.7M | 1.24% | 19 |
|
|
2025
Q4 | $296M | Buy |
+856,403
| New | +$306M | 1.54% | 15 |
|
|
2025
Q2 | $248M | Buy |
898,247
+18,712
| +2% | +$4.06M | 1.63% | 14 |
|
|
2025
Q1 | $147M | Sell |
879,535
-22,757
| -3% | -$4.82M | 1.18% | 21 |
|
|
2024
Q4 | $209M | Sell |
902,292
-48,826
| -5% | -$9.03M | 1.71% | 13 |
|
|
2024
Q3 | $164M | Buy |
951,118
+4,418
| +0.5% | +$708K | 1.41% | 16 |
|
|
2024
Q2 | $152M | Buy |
946,700
+4,060
| +0.4% | +$569K | 1.61% | 13 |
|
|
2024
Q1 | $125M | Sell |
942,640
-10,010
| -1% | -$1.24M | 1.46% | 12 |
|
|
2023
Q4 | $106M | Sell |
952,650
-36,500
| -4% | -$3.46M | 1.36% | 15 |
|
|
2023
Q3 | $82.2M | Sell |
989,150
-392,930
| -28% | -$34.1M | 1.27% | 14 |
|
|
2023
Q2 | $92.6M | Buy |
1,382,080
+288,160
| +26% | +$20.6M | 1.33% | 11 |
|
|
2023
Q1 | $70.2M | Buy |
1,093,920
+12,600
| +1% | +$758K | 1.21% | 14 |
|
|
2022
Q4 | $60.5M | Buy |
1,081,320
+18,290
| +2% | +$917K | 1.09% | 18 |
|
|
2022
Q3 | $47.2M | Buy |
1,063,030
+157,860
| +17% | +$8.06M | 1.07% | 16 |
|
|
2022
Q2 | $44M | Buy |
905,170
+8,990
| +1% | +$505K | 0.99% | 21 |
|
|
2022
Q1 | $56.4M | Buy |
896,180
+3,430
| +0.4% | +$204K | 1.24% | 12 |
|
|
2021
Q4 | $59.4M | Buy |
892,750
+13,010
| +1% | +$731K | 1.4% | 10 |
|
|
2021
Q3 | $42.7M | Buy |
879,740
+25,880
| +3% | +$1.26M | 1.17% | 19 |
|
|
2021
Q2 | $40.7M | Buy |
853,860
+45,850
| +6% | +$2.12M | 1.13% | 19 |
|
|
2021
Q1 | $37.5M | Buy |
808,010
+78,450
| +11% | +$3.63M | 1.19% | 15 |
|
|
2020
Q4 | $31.9M | Buy |
729,560
+29,370
| +4% | +$1.14M | 1.12% | 19 |
|
|
2020
Q3 | $25.5M | Buy |
700,190
+9,170
| +1% | +$307K | 1.1% | 20 |
|
|
2020
Q2 | $21.8M | Buy |
691,020
+22,740
| +3% | +$636K | 0.93% | 22 |
|
|
2020
Q1 | $15.8M | Buy |
668,280
+35,370
| +6% | +$996K | 0.78% | 29 |
|
|
2019
Q4 | $20M | Buy |
632,910
+32,730
| +5% | +$994K | 0.82% | 29 |
|
|
2019
Q3 | $16.6M | Buy |
600,180
+3,770
| +0.6% | +$107K | 0.82% | 31 |
|
|
2019
Q2 | $17.2M | Sell |
596,410
-15,590
| -3% | -$454K | 1.07% | 26 |
|
|
2019
Q1 | $18.4M | Buy |
+612,000
| New | +$16.6M | 1.77% | 18 |
|
|
2018
Q2 | – | Sell |
-563,790
| Closed | -$13.3M | – | 191 |
|
|
2018
Q1 | $13.3M | Buy |
563,790
+25,460
| +5% | +$641K | 1.28% | 24 |
|
|
2017
Q4 | $13.8M | Buy |
538,330
+4,050
| +0.8% | +$105K | 1.46% | 21 |
|
|
2017
Q3 | $13M | Buy |
534,280
+6,810
| +1% | +$168K | 1.5% | 19 |
|
|
2017
Q2 | $12.3M | Sell |
527,470
-63,240
| -11% | -$1.47M | 1.51% | 19 |
|
|
2017
Q1 | $12.9M | Sell |
590,710
-5,550
| -0.9% | -$114K | 1.78% | 12 |
|
|
2016
Q4 | $9.48M | Buy |
596,260
+19,070
| +3% | +$330K | 1.39% | 17 |
|
|
2016
Q3 | $9.96M | Buy |
577,190
+21,660
| +4% | +$362K | 1.56% | 16 |
|
|
2016
Q2 | $8.63M | Buy |
+555,530
| New | +$8.46M | 1.38% | 25 |
|
Other funds holding AVGO
EP Wealth Advisors's AVGO Position: Q2 2026 in Review
EP Wealth Advisors increased its Broadcom (AVGO) stake by 8.8% in Q2 2026, buying an estimated $28.7M and bringing the position to 883,315 shares worth $334M. The position accounts for 1.28% of the portfolio, ranked #19.
EP Wealth Advisors first reported a position in AVGO in Q2 2016 and has held it in 37 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- EP Wealth Advisors held 883,315 shares of Broadcom worth $334M as of Q2 2026.
- EP Wealth Advisors bought 71,642 Broadcom shares in Q2 2026, an estimated $28.7M.
- Broadcom made up 1.28% of EP Wealth Advisors's portfolio in Q2 2026, its #19 holding.
- EP Wealth Advisors first reported a position in Broadcom in Q2 2016 and has held it in 37 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.