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HeadInvest LLC’s Broadcom AVGO Stock Holding History

HeadInvest LLC’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 		$2.47M Buy
6,549
+470
+8% +$188K 0.46% 61
2026
Q1 		$1.88M Buy
6,079
+1,592
+35% +$524K 0.39% 63
2025
Q4 		$1.55M Buy
4,487
+635
+16% +$227K 0.31% 74
2025
Q3 		$1.27M Buy
3,852
+1,121
+41% +$344K 0.26% 80
2025
Q2 		$753K Sell
2,731
-705
-21% -$153K 0.16% 116
2025
Q1 		$575K Buy
3,436
+14
+0.4% +$2.96K 0.11% 135
2024
Q4 		$793K Buy
3,422
+252
+8% +$46.6K 0.15% 113
2024
Q3 		$547K Sell
3,170
-200
-6% -$32.1K 0.1% 140
2024
Q2 		$541K Buy
3,370
+120
+4% +$16.8K 0.11% 134
2024
Q1 		$431K Sell
3,250
-170
-5% -$21.1K 0.08% 162
2023
Q4 		$382K Sell
3,420
-20
-0.6% -$1.89K 0.08% 168
2023
Q3 		$287K Buy
3,440
+460
+15% +$39.9K 0.06% 179
2023
Q2 		$247K Sell
2,980
-240
-7% -$17.1K 0.05% 200
2023
Q1 		$207K Sell
3,220
-820
-20% -$49.3K 0.05% 219
2022
Q4 		$226K Buy
+4,040
New +$203K 0.05% 208
2022
Q2 		– Sell
-4,030
Closed -$254K – 217
2022
Q1 		$254K Buy
4,030
+140
+4% +$8.32K 0.05% 206
2021
Q4 		$259K Buy
+3,890
New +$219K 0.05% 210

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

HeadInvest LLC's AVGO Position: Q2 2026 in Review

HeadInvest LLC increased its Broadcom (AVGO) stake by 7.7% in Q2 2026, buying an estimated $188K and bringing the position to 6,549 shares worth $2.47M. The position accounts for 0.46% of the portfolio, ranked #61.

HeadInvest LLC first reported a position in AVGO in Q4 2021 and has held it in 17 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • HeadInvest LLC held 6,549 shares of Broadcom worth $2.47M as of Q2 2026.
  • HeadInvest LLC bought 470 Broadcom shares in Q2 2026, an estimated $188K.
  • Broadcom made up 0.46% of HeadInvest LLC's portfolio in Q2 2026, its #61 holding.
  • HeadInvest LLC first reported a position in Broadcom in Q4 2021 and has held it in 17 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.