Focus Partners Wealth
AVGO icon

Focus Partners Wealth’s Broadcom AVGO Stock Holding History

Focus Partners 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 		$1B Sell
2,659,162
-556,378
-17% -$223M 1.03% 15
2026
Q1 		$998M Buy
3,215,540
+611,682
+23% +$201M 1.11% 13
2025
Q4 		$900M Buy
2,603,858
+1,209,615
+87% +$433M 1.03% 17
2025
Q3 		$460M Buy
1,394,243
+341,239
+32% +$105M 0.74% 34
2025
Q2 		$290M Buy
1,053,004
+69,443
+7% +$15.1M 0.63% 35
2025
Q1 		$165M Buy
983,561
+93,958
+11% +$19.9M 0.41% 51
2024
Q4 		$206M Buy
889,603
+386,076
+77% +$71.4M 0.54% 37
2024
Q3 		$86.8M Buy
503,527
+73,317
+17% +$11.8M 0.28% 77
2024
Q2 		$6.91M Sell
430,210
-20,250
-4% -$2.84M 0.02% 436
2024
Q1 		$59.7M Buy
450,460
+298,960
+197% +$37M 0.48% 47
2023
Q4 		$16.9M Buy
+151,500
New +$14.3M 0.22% 120

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's AVGO Position: Q2 2026 in Review

Focus Partners Wealth reduced its Broadcom (AVGO) stake by 17% in Q2 2026, selling an estimated $223M and leaving 2,659,162 shares worth $1B. The position accounts for 1.03% of the portfolio, ranked #15.

Focus Partners Wealth first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Focus Partners Wealth held 2,659,162 shares of Broadcom worth $1B as of Q2 2026.
  • Focus Partners Wealth sold 556,378 Broadcom shares in Q2 2026, an estimated $223M.
  • Broadcom made up 1.03% of Focus Partners Wealth's portfolio in Q2 2026, its #15 holding.
  • Focus Partners Wealth first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.