HIG
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Heritage Investment Group’s Broadcom AVGO Stock Holding History

Heritage Investment Group’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 		$2.58M Buy
6,834
+809
+13% +$324K 0.35% 26
2026
Q1 		$1.86M Sell
6,025
-156
-3% -$51.3K 0.28% 33
2025
Q4 		$2.14M Buy
6,181
+3,890
+170% +$1.39M 0.33% 29
2025
Q3 		$756K Buy
2,291
+300
+15% +$92K 0.12% 54
2025
Q2 		$549K Hold
1,991
– – 0.09% 64
2025
Q1 		$333K Hold
1,991
– – 0.06% 83
2024
Q4 		$462K Sell
1,991
-3,680
-65% -$681K 0.09% 66
2024
Q3 		$978K Buy
5,671
+3,941
+228% +$632K 0.19% 37
2024
Q2 		$278K Hold
1,730
– – 0.06% 83
2024
Q1 		$229K Buy
+1,730
New +$214K 0.05% 96
2023
Q3 		– Sell
-6,500
Closed -$564K – 91
2023
Q2 		$564K Buy
+6,500
New +$464K 0.16% 41

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

Heritage Investment Group's AVGO Position: Q2 2026 in Review

Heritage Investment Group increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $324K and bringing the position to 6,834 shares worth $2.58M. The position accounts for 0.35% of the portfolio, ranked #26.

Heritage Investment Group first reported a position in AVGO in Q2 2023 and has held it in 11 quarters since. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Heritage Investment Group held 6,834 shares of Broadcom worth $2.58M as of Q2 2026.
  • Heritage Investment Group bought 809 Broadcom shares in Q2 2026, an estimated $324K.
  • Broadcom made up 0.35% of Heritage Investment Group's portfolio in Q2 2026, its #26 holding.
  • Heritage Investment Group first reported a position in Broadcom in Q2 2023 and has held it in 11 quarters since.
  • 4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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