HWA
AVGO icon

HCR Wealth Advisors’s Broadcom AVGO Stock Holding History

HCR 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 		$10.3M Sell
27,285
-393
-1% -$158K 0.92% 19
2026
Q1 		$8.57M Sell
27,678
-580
-2% -$191K 0.89% 21
2025
Q4 		$9.78M Buy
28,258
+1,147
+4% +$410K 0.97% 18
2025
Q3 		$9.17M Buy
27,111
+14,264
+111% +$4.38M 0.95% 17
2025
Q2 		$3.54M Buy
12,847
+329
+3% +$71.4K 0.42% 40
2025
Q1 		$2.1M Buy
12,518
+196
+2% +$41.5K 0.27% 60
2024
Q4 		$2.86M Buy
12,322
+53
+0.4% +$9.8K 0.36% 47
2024
Q3 		$2.12M Buy
12,269
+4,779
+64% +$766K 0.28% 59
2024
Q2 		$1.2M Buy
7,490
+340
+5% +$47.6K 0.17% 84
2024
Q1 		$949K Buy
7,150
+4,330
+154% +$536K 0.14% 98
2023
Q4 		$315K Buy
+2,820
New +$267K 0.05% 154

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

HCR Wealth Advisors's AVGO Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $158K and leaving 27,285 shares worth $10.3M. The position accounts for 0.92% of the portfolio, ranked #19.

HCR Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • HCR Wealth Advisors held 27,285 shares of Broadcom worth $10.3M as of Q2 2026.
  • HCR Wealth Advisors sold 393 Broadcom shares in Q2 2026, an estimated $158K.
  • Broadcom made up 0.92% of HCR Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • HCR Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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