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Essential Partners’s Broadcom AVGO Stock Holding History

Essential 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 		$990K Sell
2,622
-4,874
-65% -$1.95M 0.46% 35
2026
Q1 		$2.32M Buy
7,496
+237
+3% +$78K 0.78% 18
2025
Q4 		$2.51M Sell
7,259
-63
-0.9% -$22.5K 0.77% 20
2025
Q3 		$2.42M Buy
7,322
+262
+4% +$80.4K 0.8% 16
2025
Q2 		$1.95M Buy
+7,060
New +$1.53M 0.78% 17

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

Essential Partners's AVGO Position: Q2 2026 in Review

Essential Partners reduced its Broadcom (AVGO) stake by 65% in Q2 2026, selling an estimated $1.95M and leaving 2,622 shares worth $990K. The position accounts for 0.46% of the portfolio, ranked #35.

Essential Partners first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.51M in Q4 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Essential Partners held 2,622 shares of Broadcom worth $990K as of Q2 2026.
  • Essential Partners sold 4,874 Broadcom shares in Q2 2026, an estimated $1.95M.
  • Broadcom made up 0.46% of Essential Partners's portfolio in Q2 2026, its #35 holding.
  • Essential Partners first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Broadcom position peaked at $2.51M in Q4 2025.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.