EW
AVGO icon

Evoke Wealth’s Broadcom AVGO Stock Holding History

Evoke Wealth’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 		– Sell
-41,142
Closed -$12.7M – 55
2026
Q1 		$12.7M Buy
41,142
+3,009
+8% +$990K 0.23% 51
2025
Q4 		$13.2M Buy
38,133
+2,614
+7% +$935K 0.25% 51
2025
Q3 		$11.7M Buy
35,519
+3,210
+10% +$985K 0.24% 51
2025
Q2 		$8.91M Buy
32,309
+8,006
+33% +$1.74M 0.2% 54
2025
Q1 		$4.07M Buy
24,303
+2,222
+10% +$470K 0.11% 80
2024
Q4 		$5.12M Buy
22,081
+7,955
+56% +$1.47M 0.14% 72
2024
Q3 		$2.44M Buy
+14,126
New +$2.26M 0.07% 109
2024
Q2 		– Sell
-12,140
Closed -$1.61M – 128
2024
Q1 		$1.61M Buy
+12,140
New +$1.5M 0.05% 133
2023
Q4 		– Sell
-11,370
Closed -$944K – 114
2023
Q3 		$944K Buy
11,370
+1,400
+14% +$121K 0.03% 181
2023
Q2 		$865K Buy
9,970
+2,770
+38% +$198K 0.03% 173
2023
Q1 		$462K Buy
7,200
+890
+14% +$53.5K 0.02% 222
2022
Q4 		$353K Buy
6,310
+1,590
+34% +$79.7K 0.01% 258
2022
Q3 		$209K Sell
4,720
-70
-1% -$3.58K 0.01% 315
2022
Q2 		$232K Sell
4,790
-300
-6% -$16.8K 0.01% 294
2022
Q1 		$320K Sell
5,090
-290
-5% -$17.2K 0.01% 280
2021
Q4 		$358K Buy
5,380
+490
+10% +$27.5K 0.01% 278
2021
Q3 		$237K Buy
4,890
+320
+7% +$15.6K 0.01% 317
2021
Q2 		$218K Buy
4,570
+350
+8% +$16.2K 0.01% 337
2021
Q1 		$196K Buy
4,220
+2,130
+102% +$98.5K 0.01% 306
2020
Q4 		$92K Sell
2,090
-970
-32% -$37.8K 0.01% 308
2020
Q3 		$112K Buy
3,060
+90
+3% +$3.01K 0.01% 270
2020
Q2 		$94K Buy
2,970
+890
+43% +$24.9K 0.01% 278
2020
Q1 		$49.2K Sell
2,080
-8,440
-80% -$238K 0.01% 345
2019
Q4 		$333K Buy
10,520
+960
+10% +$29.1K 0.04% 163
2019
Q3 		$267K Buy
+9,560
New +$272K 0.03% 220

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

Evoke Wealth's AVGO Position: Q2 2026 in Review

Evoke Wealth sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 41,142 shares — an estimated $12.7M sold.

Evoke Wealth first reported a position in AVGO in Q3 2019 and held it in 25 quarters. The position peaked at $13.2M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Evoke Wealth reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 41,142 Broadcom shares in Q2 2026, an estimated $12.7M.
  • Evoke Wealth first reported a position in Broadcom in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Broadcom position peaked at $13.2M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.