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Evergreen Wealth Solutions’s Broadcom AVGO Stock Holding History

Evergreen Wealth 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 		$8.55M Buy
20,458
+2,650
+15% +$1.06M 0.45% 42
2026
Q1 		$5.51M Buy
17,808
+13,758
+340% +$4.53M 0.39% 50
2025
Q4 		$1.4M Buy
4,050
+756
+23% +$270K 0.2% 61
2025
Q3 		$1.09M Sell
3,294
-1,282
-28% -$393K 0.61% 34
2025
Q2 		$1.26M Buy
4,576
+2,117
+86% +$460K 0.76% 30
2025
Q1 		$412K Sell
2,459
-807
-25% -$171K 0.28% 66
2024
Q4 		$757K Buy
+3,266
New +$604K 0.53% 38

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

Evergreen Wealth Solutions's AVGO Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $1.06M and bringing the position to 20,458 shares worth $8.55M. The position accounts for 0.45% of the portfolio, ranked #42.

Evergreen Wealth Solutions 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.

  • Evergreen Wealth Solutions held 20,458 shares of Broadcom worth $8.55M as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,650 Broadcom shares in Q2 2026, an estimated $1.06M.
  • Broadcom made up 0.45% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #42 holding.
  • Evergreen Wealth Solutions 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 Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.