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Grey Fox Wealth Advisors’s Broadcom AVGO Stock Holding History

Grey Fox Wealth 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 		$1.05M Buy
2,784
+1,289
+86% +$517K 0.17% 70
2026
Q1 		$463K Buy
1,495
+41
+3% +$13.5K 0.09% 90
2025
Q4 		$503K Sell
1,454
-33
-2% -$11.8K 0.1% 87
2025
Q3 		$490K Sell
1,487
-2
-0.1% -$614 0.1% 92
2025
Q2 		$411K Buy
1,489
+1
+0.1% +$217 0.1% 90
2025
Q1 		$249K Buy
1,488
+524
+54% +$111K 0.07% 112
2024
Q4 		$224K Buy
+964
New +$178K 0.06% 119
2023
Q2 		– Sell
-790
Closed -$50.9K – 131
2023
Q1 		$50.9K Buy
790
+100
+14% +$6.02K 0.03% 182
2022
Q4 		$38.6K Buy
+690
New +$34.6K 0.03% 179

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

Grey Fox Wealth Advisors's AVGO Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Broadcom (AVGO) stake by 86% in Q2 2026, buying an estimated $517K and bringing the position to 2,784 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #70.

Grey Fox Wealth Advisors first reported a position in AVGO in Q4 2022 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Grey Fox Wealth Advisors held 2,784 shares of Broadcom worth $1.05M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 1,289 Broadcom shares in Q2 2026, an estimated $517K.
  • Broadcom made up 0.17% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Grey Fox Wealth Advisors first reported a position in Broadcom in Q4 2022 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.