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Guardian Wealth Advisors (North Carolina)’s Broadcom AVGO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$16M Buy
42,451
+5,667
+15% +$2.27M 0.9% 21
2026
Q1 		$11.4M Sell
36,784
-1,844
-5% -$607K 0.72% 31
2025
Q4 		$13.4M Sell
38,628
-479
-1% -$171K 0.83% 29
2025
Q3 		$12.9M Sell
39,107
-454
-1% -$139K 0.84% 28
2025
Q2 		$10.9M Sell
39,561
-106
-0.3% -$23K 0.77% 29
2025
Q1 		$6.64M Sell
39,667
-1,786
-4% -$378K 0.53% 36
2024
Q4 		$9.61M Sell
41,453
-2,071
-5% -$383K 0.76% 30
2024
Q3 		$7.51M Sell
43,524
-486
-1% -$77.9K 0.8% 22
2024
Q2 		$7.07M Sell
44,010
-640
-1% -$89.7K 0.83% 22
2024
Q1 		$5.92M Sell
44,650
-920
-2% -$114K 0.72% 23
2023
Q4 		$5.09M Sell
45,570
-570
-1% -$54K 0.77% 23
2023
Q3 		$3.83M Buy
46,140
+1,450
+3% +$126K 0.65% 27
2023
Q2 		$3.88M Buy
44,690
+4,660
+12% +$332K 0.66% 22
2023
Q1 		$2.57M Buy
40,030
+15,310
+62% +$921K 0.45% 26
2022
Q4 		$1.38M Sell
24,720
-12,130
-33% -$608K 0.27% 48
2022
Q3 		$1.64M Buy
36,850
+670
+2% +$34.2K 0.3% 36
2022
Q2 		$1.76M Buy
36,180
+23,880
+194% +$1.34M 0.32% 30
2022
Q1 		$775K Buy
12,300
+3,840
+45% +$228K 0.33% 53
2021
Q4 		$563K Buy
+8,460
New +$476K 0.24% 74

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

Guardian Wealth Advisors (North Carolina)'s AVGO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $2.27M and bringing the position to 42,451 shares worth $16M. The position accounts for 0.9% of the portfolio, ranked #21.

Guardian Wealth Advisors (North Carolina) first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 42,451 shares of Broadcom worth $16M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 5,667 Broadcom shares in Q2 2026, an estimated $2.27M.
  • Broadcom made up 0.9% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #21 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.