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Etesian Wealth Advisors’s Broadcom AVGO Stock Holding History

Etesian 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 		$776K Sell
2,055
-72
-3% -$28.9K 0.23% 78
2026
Q1 		$658K Sell
2,127
-17
-0.8% -$5.59K 0.21% 83
2025
Q4 		$742K Hold
2,144
– – 0.23% 81
2025
Q3 		$707K Sell
2,144
-25
-1% -$7.67K 0.23% 81
2025
Q2 		$598K Sell
2,169
-75
-3% -$16.3K 0.22% 86
2025
Q1 		$376K Buy
2,244
+25
+1% +$5.29K 0.16% 107
2024
Q4 		$514K Buy
2,219
+109
+5% +$20.2K 0.23% 97
2024
Q3 		$364K Buy
2,110
+60
+3% +$9.62K 0.16% 116
2024
Q2 		$329K Buy
+2,050
New +$287K 0.19% 100

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

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

Etesian Wealth Advisors reduced its Broadcom (AVGO) stake by 3.4% in Q2 2026, selling an estimated $28.9K and leaving 2,055 shares worth $776K. The position accounts for 0.23% of the portfolio, ranked #78.

Etesian Wealth Advisors first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Etesian Wealth Advisors held 2,055 shares of Broadcom worth $776K as of Q2 2026.
  • Etesian Wealth Advisors sold 72 Broadcom shares in Q2 2026, an estimated $28.9K.
  • Broadcom made up 0.23% of Etesian Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Etesian Wealth Advisors first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.