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Hennion & Walsh Asset Management’s Broadcom AVGO Stock Holding History

Hennion & Walsh Asset Management’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 		$22.1M Sell
58,483
-4,758
-8% -$1.91M 0.63% 24
2026
Q1 		$19.6M Sell
63,241
-7,999
-11% -$2.63M 0.66% 22
2025
Q4 		$24.7M Sell
71,240
-6,585
-8% -$2.35M 0.85% 12
2025
Q3 		$25.7M Sell
77,825
-2,559
-3% -$785K 0.93% 10
2025
Q2 		$22.2M Sell
80,384
-3,682
-4% -$800K 0.89% 11
2025
Q1 		$14.1M Sell
84,066
-1,184
-1% -$251K 0.63% 20
2024
Q4 		$19.8M Buy
85,250
+945
+1% +$175K 0.89% 12
2024
Q3 		$14.5M Buy
84,305
+12,545
+17% +$2.01M 0.68% 20
2024
Q2 		$11.5M Buy
71,760
+14,870
+26% +$2.08M 0.59% 26
2024
Q1 		$7.54M Buy
56,890
+3,960
+7% +$491K 0.4% 39
2023
Q4 		$5.91M Buy
52,930
+4,830
+10% +$457K 0.34% 55
2023
Q3 		$4M Sell
48,100
-3,940
-8% -$342K 0.25% 94
2023
Q2 		$4.51M Buy
52,040
+10,190
+24% +$727K 0.27% 86
2023
Q1 		$2.69M Sell
41,850
-13,670
-25% -$822K 0.16% 159
2022
Q4 		$3.1M Buy
55,520
+6,460
+13% +$324K 0.19% 140
2022
Q3 		$2.18M Sell
49,060
-3,030
-6% -$155K 0.14% 182
2022
Q2 		$2.53M Buy
52,090
+3,530
+7% +$198K 0.16% 168
2022
Q1 		$3.06M Sell
48,560
-620
-1% -$36.8K 0.16% 167
2021
Q4 		$3.27M Sell
49,180
-16,630
-25% -$935K 0.16% 177
2021
Q3 		$3.19M Sell
65,810
-4,670
-7% -$227K 0.17% 179
2021
Q2 		$3.36M Buy
70,480
+5,690
+9% +$264K 0.18% 157
2021
Q1 		$3M Buy
+64,790
New +$3M 0.18% 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

Hennion & Walsh Asset Management's AVGO Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Broadcom (AVGO) stake by 7.5% in Q2 2026, selling an estimated $1.91M and leaving 58,483 shares worth $22.1M. The position accounts for 0.63% of the portfolio, ranked #24.

Hennion & Walsh Asset Management first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. The position peaked at $25.7M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Hennion & Walsh Asset Management held 58,483 shares of Broadcom worth $22.1M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 4,758 Broadcom shares in Q2 2026, an estimated $1.91M.
  • Broadcom made up 0.63% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #24 holding.
  • Hennion & Walsh Asset Management first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's Broadcom position peaked at $25.7M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.