Heritage Family Offices’s Broadcom AVGO Stock Holding History

Heritage Family Offices’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	$3.39M	Sell	8,981 -338	-4%	-$136K	1.31%	19
2026 Q1	$2.88M	Buy	9,319 +444	+5%	+$146K	1.28%	20
2025 Q4	$3.07M	Sell	8,875 -184	-2%	-$65.8K	1.4%	12
2025 Q3	$2.99M	Sell	9,059 -3,299	-27%	-$1.01M	1.39%	12
2025 Q2	$2.09M	Buy	12,358 +2	+0%	+$434	1.06%	20
2025 Q1	$2.07M	Sell	12,356 -2,279	-16%	-$482K	1.06%	20
2024 Q4	$3.39M	Buy	14,635 +1,038	+8%	+$192K	1.69%	11
2024 Q3	$2.35M	Sell	13,597 -713	-5%	-$114K	1.21%	12
2024 Q2	$2.3M	Buy	+14,310	New	+$2.01M	1.27%	14

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Family Offices's AVGO Position: Q2 2026 in Review

Heritage Family Offices reduced its Broadcom (AVGO) stake by 3.6% in Q2 2026, selling an estimated $136K and leaving 8,981 shares worth $3.39M. The position accounts for 1.31% of the portfolio, ranked #19.

Heritage Family Offices first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.39M in Q4 2024. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Heritage Family Offices held 8,981 shares of Broadcom worth $3.39M as of Q2 2026.
Heritage Family Offices sold 338 Broadcom shares in Q2 2026, an estimated $136K.
Broadcom made up 1.31% of Heritage Family Offices's portfolio in Q2 2026, its #19 holding.
Heritage Family Offices first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Broadcom position peaked at $3.39M in Q4 2024.
4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.