HHGA
AVGO icon

Halbert Hargrove Global Advisors’s Broadcom AVGO Stock Holding History

Halbert Hargrove Global 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 		$141K Buy
373
+42
+13% +$16.8K 0.01% 129
2026
Q1 		$102K Sell
331
-30
-8% -$9.87K ﹤0.01% 142
2025
Q4 		$125K Sell
361
-274
-43% -$98K 0.01% 123
2025
Q3 		$209K Buy
635
+325
+105% +$99.7K 0.01% 102
2025
Q2 		$85.3K Sell
310
-67
-18% -$14.5K ﹤0.01% 120
2025
Q1 		$63K Buy
377
+69
+22% +$14.6K ﹤0.01% 141
2024
Q4 		$71.3K Buy
+308
New +$57K ﹤0.01% 127
2023
Q2 		– Sell
-8,740
Closed -$560K – 103
2023
Q1 		$560K Buy
8,740
+610
+8% +$36.7K 0.04% 75
2022
Q4 		$455K Buy
8,130
+1,300
+19% +$65.2K 0.03% 83
2022
Q3 		$304K Sell
6,830
-420
-6% -$21.5K 0.02% 105
2022
Q2 		$352K Buy
7,250
+500
+7% +$28.1K 0.03% 90
2022
Q1 		$425K Sell
6,750
-80
-1% -$4.75K 0.03% 88
2021
Q4 		$454K Sell
6,830
-100
-1% -$5.62K 0.03% 77
2021
Q3 		$336K Buy
6,930
+250
+4% +$12.2K 0.02% 90
2021
Q2 		$318K Buy
6,680
+520
+8% +$24.1K 0.02% 102
2021
Q1 		$286K Buy
6,160
+180
+3% +$8.32K 0.02% 95
2020
Q4 		$262K Sell
5,980
-60
-1% -$2.34K 0.02% 90
2020
Q3 		$220K Buy
+6,040
New +$202K 0.02% 93
2020
Q1 		– Sell
-6,390
Closed -$202K – 80
2019
Q4 		$202K Buy
+6,390
New +$194K 0.05% 85

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

Halbert Hargrove Global Advisors's AVGO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $16.8K and bringing the position to 373 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #129.

Halbert Hargrove Global Advisors first reported a position in AVGO in Q4 2019 and has held it in 19 quarters since. The position peaked at $560K in Q1 2023. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Halbert Hargrove Global Advisors held 373 shares of Broadcom worth $141K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 42 Broadcom shares in Q2 2026, an estimated $16.8K.
  • Broadcom made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #129 holding.
  • Halbert Hargrove Global Advisors first reported a position in Broadcom in Q4 2019 and has held it in 19 quarters since.
  • Halbert Hargrove Global Advisors's Broadcom position peaked at $560K in Q1 2023.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.