EWA
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Evolution Wealth Advisors’s Broadcom AVGO Stock Holding History

Evolution 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 		$1.8M Buy
4,773
+977
+26% +$392K 0.21% 55
2026
Q1 		$1.17M Buy
3,796
+2,099
+124% +$691K 0.12% 67
2025
Q4 		$587K Buy
1,697
+167
+11% +$59.7K 0.06% 97
2025
Q3 		$505K Sell
1,530
-15
-1% -$4.6K 0.07% 104
2025
Q2 		$426K Sell
1,545
-85
-5% -$18.5K 0.06% 109
2025
Q1 		$273K Sell
1,630
-2,820
-63% -$597K 0.05% 122
2024
Q4 		$1.03M Buy
4,450
+827
+23% +$153K 0.17% 62
2024
Q3 		$625K Buy
3,623
+2,083
+135% +$334K 0.11% 78
2024
Q2 		$246K Sell
1,540
-20
-1% -$2.8K 0.05% 118
2024
Q1 		$207K Buy
+1,560
New +$193K 0.04% 124
2021
Q4 		– Sell
-1,920
Closed -$93K – 182
2021
Q3 		$93K Sell
1,920
-70
-4% -$3.4K 0.02% 154
2021
Q2 		$95K Sell
1,990
-830
-29% -$38.5K 0.02% 163
2021
Q1 		$131K Buy
2,820
+130
+5% +$6.01K 0.03% 136
2020
Q4 		$118K Hold
2,690
– – 0.03% 130
2020
Q3 		$98K Buy
2,690
+2,130
+380% +$71.3K 0.03% 143
2020
Q2 		$18K Buy
560
+430
+331% +$12K 0.01% 213
2020
Q1 		$3K Sell
130
-4,210
-97% -$119K ﹤0.01% 283
2019
Q4 		$137K Buy
4,340
+3,650
+529% +$111K 0.03% 91
2019
Q3 		$19K Sell
690
-6,860
-91% -$195K 0.01% 97
2019
Q2 		$219K Buy
+7,550
New +$220K 0.09% 40

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Evolution Wealth Advisors increased its Broadcom (AVGO) stake by 26% in Q2 2026, buying an estimated $392K and bringing the position to 4,773 shares worth $1.8M. The position accounts for 0.21% of the portfolio, ranked #55.

Evolution Wealth Advisors first reported a position in AVGO in Q2 2019 and has held it in 20 quarters since. 3,631 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Evolution Wealth Advisors held 4,773 shares of Broadcom worth $1.8M as of Q2 2026.
  • Evolution Wealth Advisors bought 977 Broadcom shares in Q2 2026, an estimated $392K.
  • Broadcom made up 0.21% of Evolution Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Evolution Wealth Advisors first reported a position in Broadcom in Q2 2019 and has held it in 20 quarters since.
  • 3,631 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.