HWA
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Heartwood Wealth Advisors’s Broadcom AVGO Stock Holding History

Heartwood 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 		$1.22M Buy
3,224
+86
+3% +$34.5K 0.09% 95
2026
Q1 		$971K Sell
3,138
-290
-8% -$95.4K 0.08% 99
2025
Q4 		$1.19M Buy
3,428
+1,687
+97% +$603K 0.11% 77
2025
Q3 		$574K Sell
1,741
-17
-1% -$5.21K 0.05% 111
2025
Q2 		$485K Sell
1,758
-30
-2% -$6.51K 0.05% 111
2025
Q1 		$299K Sell
1,788
-18
-1% -$3.81K 0.03% 139
2024
Q4 		$419K Buy
1,806
+276
+18% +$51K 0.05% 102
2024
Q3 		$264K Buy
1,530
+160
+12% +$25.7K 0.03% 144
2024
Q2 		$220K Buy
+1,370
New +$192K 0.03% 162

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

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

Heartwood Wealth Advisors increased its Broadcom (AVGO) stake by 2.7% in Q2 2026, buying an estimated $34.5K and bringing the position to 3,224 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #95.

Heartwood Wealth Advisors first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Heartwood Wealth Advisors held 3,224 shares of Broadcom worth $1.22M as of Q2 2026.
  • Heartwood Wealth Advisors bought 86 Broadcom shares in Q2 2026, an estimated $34.5K.
  • Broadcom made up 0.09% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • Heartwood Wealth Advisors first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.