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Harvest Investment Advisors’s Broadcom AVGO Stock Holding History

Harvest 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 		$601K Sell
1,590
-75
-5% -$30.1K 0.3% 56
2026
Q1 		$515K Sell
1,665
-300
-15% -$98.7K 0.29% 55
2025
Q4 		$680K Sell
1,965
-240
-11% -$85.8K 0.39% 55
2025
Q3 		$727K Sell
2,205
-300
-12% -$92K 0.43% 54
2025
Q2 		$691K Sell
2,505
-841
-25% -$183K 0.44% 53
2025
Q1 		$560K Sell
3,346
-13,982
-81% -$2.96M 0.4% 50
2024
Q4 		$4.02M Sell
17,328
-403
-2% -$74.5K 2.78% 7
2024
Q3 		$3.06M Sell
17,731
-239
-1% -$38.3K 2.08% 7
2024
Q2 		$2.89M Sell
17,970
-130
-0.7% -$18.2K 2.13% 7
2024
Q1 		$2.4M Sell
18,100
-4,960
-22% -$615K 1.79% 9
2023
Q4 		$2.57M Sell
23,060
-580
-2% -$54.9K 2.07% 7
2023
Q3 		$1.96M Sell
23,640
-170
-0.7% -$14.7K 1.76% 8
2023
Q2 		$2.07M Sell
23,810
-370
-2% -$26.4K 1.77% 8
2023
Q1 		$1.55M Buy
24,180
+10
+0% +$602 1.38% 18
2022
Q4 		$1.35M Buy
+24,170
New +$1.21M 1.27% 29

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

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

Harvest Investment Advisors reduced its Broadcom (AVGO) stake by 4.5% in Q2 2026, selling an estimated $30.1K and leaving 1,590 shares worth $601K. The position accounts for 0.3% of the portfolio, ranked #56.

Harvest Investment Advisors first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.02M in Q4 2024. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Harvest Investment Advisors held 1,590 shares of Broadcom worth $601K as of Q2 2026.
  • Harvest Investment Advisors sold 75 Broadcom shares in Q2 2026, an estimated $30.1K.
  • Broadcom made up 0.3% of Harvest Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Harvest Investment Advisors first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Harvest Investment Advisors's Broadcom position peaked at $4.02M in Q4 2024.
  • 4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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