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Fiduciary Alliance’s Broadcom AVGO Stock Holding History

Fiduciary Alliance’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 		$7.75M Sell
20,515
-12,965
-39% -$5.2M 0.52% 48
2026
Q1 		$13.3M Sell
33,480
-1,240
-4% -$408K 0.8% 24
2025
Q4 		$12M Buy
34,720
+687
+2% +$246K 0.79% 24
2025
Q3 		$11.2M Sell
34,033
-1,103
-3% -$338K 0.75% 28
2025
Q2 		$9.69M Buy
35,136
+4,148
+13% +$901K 0.72% 31
2025
Q1 		$5.19M Buy
30,988
+3,349
+12% +$709K 0.51% 52
2024
Q4 		$6.41M Buy
27,639
+22,348
+422% +$4.13M 0.65% 41
2024
Q3 		$913K Buy
5,291
+621
+13% +$99.6K 0.12% 115
2024
Q2 		$774K Buy
4,670
+1,210
+35% +$170K 0.13% 98
2024
Q1 		$467K Buy
3,460
+100
+3% +$12.4K 0.08% 126
2023
Q4 		$375K Sell
3,360
-390
-10% -$36.9K 0.07% 131
2023
Q3 		$312K Buy
3,750
+1,560
+71% +$135K 0.07% 135
2023
Q2 		$190K Buy
+2,190
New +$156K 0.04% 153
2023
Q1 		– Sell
-460
Closed -$25.8K – 196
2022
Q4 		$25.8K Buy
+460
New +$23.1K 0.01% 289

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

Fiduciary Alliance's AVGO Position: Q2 2026 in Review

Fiduciary Alliance reduced its Broadcom (AVGO) stake by 39% in Q2 2026, selling an estimated $5.2M and leaving 20,515 shares worth $7.75M. The position accounts for 0.52% of the portfolio, ranked #48.

Fiduciary Alliance first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.3M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fiduciary Alliance held 20,515 shares of Broadcom worth $7.75M as of Q2 2026.
  • Fiduciary Alliance sold 12,965 Broadcom shares in Q2 2026, an estimated $5.2M.
  • Broadcom made up 0.52% of Fiduciary Alliance's portfolio in Q2 2026, its #48 holding.
  • Fiduciary Alliance first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • Fiduciary Alliance's Broadcom position peaked at $13.3M in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.