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Foundations Investment Advisors’s Broadcom AVGO Stock Holding History

Foundations Investment 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 		$24.5M Buy
64,913
+4,337
+7% +$1.74M 0.25% 94
2026
Q1 		$18.7M Buy
60,576
+4,219
+7% +$1.39M 0.23% 100
2025
Q4 		$19.5M Buy
56,357
+6,796
+14% +$2.43M 0.26% 86
2025
Q3 		$16.4M Buy
49,561
+6,753
+16% +$2.07M 0.24% 100
2025
Q2 		$11.8M Buy
42,808
+5,051
+13% +$1.1M 0.19% 124
2025
Q1 		$6.32M Buy
37,757
+468
+1% +$99K 0.12% 166
2024
Q4 		$8.65M Buy
37,289
+11,382
+44% +$2.11M 0.17% 121
2024
Q3 		$4.47M Buy
25,907
+3,357
+15% +$538K 0.09% 185
2024
Q2 		$3.62M Sell
22,550
-3,080
-12% -$432K 0.09% 179
2024
Q1 		$3.4M Sell
25,630
-1,120
-4% -$139K 0.09% 179
2023
Q4 		$3.21M Buy
26,750
+3,700
+16% +$350K 0.09% 172
2023
Q3 		$1.91M Buy
23,050
+3,310
+17% +$287K 0.06% 222
2023
Q2 		$1.71M Buy
19,740
+1,470
+8% +$105K 0.06% 212
2023
Q1 		$1.17M Buy
18,270
+3,610
+25% +$217K 0.04% 215
2022
Q4 		$820K Buy
14,660
+5,160
+54% +$259K 0.03% 221
2022
Q3 		$422K Buy
+9,500
New +$485K 0.02% 279

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

Foundations Investment Advisors's AVGO Position: Q2 2026 in Review

Foundations Investment Advisors increased its Broadcom (AVGO) stake by 7.2% in Q2 2026, buying an estimated $1.74M and bringing the position to 64,913 shares worth $24.5M. The position accounts for 0.25% of the portfolio, ranked #94.

Foundations Investment Advisors first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Foundations Investment Advisors held 64,913 shares of Broadcom worth $24.5M as of Q2 2026.
  • Foundations Investment Advisors bought 4,337 Broadcom shares in Q2 2026, an estimated $1.74M.
  • Broadcom made up 0.25% of Foundations Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Foundations Investment Advisors first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.