GA
AVGO icon

Goldstein Advisors’s Broadcom AVGO Stock Holding History

Goldstein 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 		$2.54M Buy
6,735
+594
+10% +$238K 0.23% 47
2026
Q1 		$1.9M Buy
6,141
+539
+10% +$177K 0.21% 50
2025
Q4 		$1.94M Buy
5,602
+159
+3% +$56.9K 0.22% 48
2025
Q3 		$1.8M Buy
5,443
+411
+8% +$126K 0.22% 49
2025
Q2 		$1.39M Sell
5,032
-1,130
-18% -$245K 0.19% 49
2025
Q1 		$1.03M Buy
6,162
+2,461
+66% +$521K 0.15% 56
2024
Q4 		$858K Buy
3,701
+18
+0.5% +$3.33K 0.12% 62
2024
Q3 		$635K Buy
3,683
+1,043
+40% +$167K 0.1% 74
2024
Q2 		$424K Buy
2,640
+120
+5% +$16.8K 0.07% 93
2024
Q1 		$334K Buy
2,520
+10
+0.4% +$1.24K 0.06% 104
2023
Q4 		$280K Buy
+2,510
New +$238K 0.05% 145
2023
Q3 		– Sell
-3,560
Closed -$309K – 168
2023
Q2 		$309K Sell
3,560
-550
-13% -$39.2K 0.06% 99
2023
Q1 		$264K Buy
4,110
+10
+0.2% +$602 0.06% 110
2022
Q4 		$229K Buy
+4,100
New +$206K 0.06% 119

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

Goldstein Advisors's AVGO Position: Q2 2026 in Review

Goldstein Advisors increased its Broadcom (AVGO) stake by 9.7% in Q2 2026, buying an estimated $238K and bringing the position to 6,735 shares worth $2.54M. The position accounts for 0.23% of the portfolio, ranked #47.

Goldstein Advisors first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Goldstein Advisors held 6,735 shares of Broadcom worth $2.54M as of Q2 2026.
  • Goldstein Advisors bought 594 Broadcom shares in Q2 2026, an estimated $238K.
  • Broadcom made up 0.23% of Goldstein Advisors's portfolio in Q2 2026, its #47 holding.
  • Goldstein Advisors first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.