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Fermata Advisors’s Broadcom AVGO Stock Holding History

Fermata 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 		$1.2M Buy
3,164
+516
+19% +$207K 0.24% 95
2026
Q1 		$820K Buy
2,648
+1,360
+106% +$448K 0.18% 109
2025
Q4 		$446K Sell
1,288
-256
-17% -$91.5K 0.11% 140
2025
Q3 		$509K Sell
1,544
-999
-39% -$306K 0.13% 126
2025
Q2 		$701K Sell
2,543
-5,287
-68% -$1.15M 0.19% 111
2025
Q1 		$1.31M Sell
7,830
-1,103
-12% -$233K 0.24% 91
2024
Q4 		$2.07M Buy
8,933
+968
+12% +$179K 0.39% 57
2024
Q3 		$1.37M Buy
7,965
+555
+7% +$89K 0.28% 67
2024
Q2 		$1.19M Sell
7,410
-170
-2% -$23.8K 0.27% 66
2024
Q1 		$1M Buy
7,580
+3,780
+99% +$468K 0.23% 76
2023
Q4 		$424K Sell
3,800
-190
-5% -$18K 0.1% 110
2023
Q3 		$333K Buy
+3,990
New +$346K 0.09% 119
2023
Q1 		– Sell
-3,640
Closed -$205K – 100
2022
Q4 		$205K Buy
+3,640
New +$183K 0.06% 132
2022
Q3 		– Sell
-6,800
Closed -$333K – 133
2022
Q2 		$333K Sell
6,800
-570
-8% -$32K 0.12% 120
2022
Q1 		$468K Sell
7,370
-410
-5% -$24.4K 0.18% 97
2021
Q4 		$521K Buy
7,780
+190
+3% +$10.7K 0.19% 92
2021
Q3 		$370K Sell
7,590
-480
-6% -$23.3K 0.16% 103
2021
Q2 		$386K Buy
8,070
+2,640
+49% +$122K 0.22% 79
2021
Q1 		$252K Buy
+5,430
New +$251K 0.21% 65

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

Fermata Advisors's AVGO Position: Q2 2026 in Review

Fermata Advisors increased its Broadcom (AVGO) stake by 19% in Q2 2026, buying an estimated $207K and bringing the position to 3,164 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #95.

Fermata Advisors first reported a position in AVGO in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.07M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fermata Advisors held 3,164 shares of Broadcom worth $1.2M as of Q2 2026.
  • Fermata Advisors bought 516 Broadcom shares in Q2 2026, an estimated $207K.
  • Broadcom made up 0.24% of Fermata Advisors's portfolio in Q2 2026, its #95 holding.
  • Fermata Advisors first reported a position in Broadcom in Q1 2021 and has held it in 19 quarters since.
  • Fermata Advisors's Broadcom position peaked at $2.07M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.