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Heritage Wealth Management (Texas)’s Broadcom AVGO Stock Holding History

Heritage Wealth Management (Texas)’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 		$549K Hold
1,452
– – 0.21% 21
2026
Q1 		$450K Hold
1,452
– – 0.19% 22
2025
Q4 		$503K Hold
1,452
– – 0.22% 23
2025
Q3 		$479K Hold
1,452
– – 0.21% 24
2025
Q2 		$400K Buy
1,452
+22
+2% +$4.78K 0.2% 26
2025
Q1 		$239K Hold
1,430
– – 0.14% 32
2024
Q4 		$332K Hold
1,430
– – 0.2% 26
2024
Q3 		$247K Hold
1,430
– – 0.14% 33
2024
Q2 		$230K Buy
+1,430
New +$200K 0.14% 36

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 Wealth Management (Texas)'s AVGO Position: Q2 2026 in Review

Heritage Wealth Management (Texas) held its Broadcom (AVGO) position steady in Q2 2026 at 1,452 shares worth $549K. The position accounts for 0.21% of the portfolio, ranked #21.

Heritage Wealth Management (Texas) first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Heritage Wealth Management (Texas) held 1,452 shares of Broadcom worth $549K as of Q2 2026.
  • Heritage Wealth Management (Texas) left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.21% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #21 holding.
  • Heritage Wealth Management (Texas) first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.