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Fortis Advisors’s Broadcom AVGO Stock Holding History

Fortis 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 		$250K Buy
+662
New +$265K 0.12% 109
2020
Q1 		– Sell
-6,000
Closed -$169K – 323
2019
Q4 		$190K Hold
6,000
– – 0.11% 128
2019
Q3 		$166K Hold
6,000
– – 0.08% 146
2019
Q2 		$173K Hold
6,000
– – 0.08% 136
2019
Q1 		$180K Hold
6,000
– – 0.09% 128
2018
Q4 		$153K Hold
6,000
– – 0.09% 130
2018
Q3 		$148K Buy
+6,000
New +$135K 0.08% 104

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

Fortis Advisors's AVGO Position: Q2 2026 in Review

Fortis Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 662 shares worth $250K. The stake represents 0.12% of the portfolio and ranks #109 among its holdings. This is a return to the name: Fortis Advisors previously reported a position in AVGO as recently as Q4 2019.

Fortis Advisors first reported a position in AVGO in Q3 2018 and has held it in 7 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fortis Advisors held 662 shares of Broadcom worth $250K as of Q2 2026.
  • Broadcom was a new Fortis Advisors position in Q2 2026.
  • Broadcom made up 0.12% of Fortis Advisors's portfolio in Q2 2026, its #109 holding.
  • Fortis Advisors first reported a position in Broadcom in Q3 2018 and has held it in 7 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.