HA
AVGO icon

Herold Advisors’s Broadcom AVGO Stock Holding History

Herold 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 		$3M Sell
7,946
-275
-3% -$110K 0.59% 44
2026
Q1 		$2.54M Buy
8,221
+185
+2% +$60.9K 0.56% 52
2025
Q4 		$2.78M Sell
8,036
-96
-1% -$34.3K 0.62% 45
2025
Q3 		$2.68M Sell
8,132
-84
-1% -$25.8K 0.62% 47
2025
Q2 		$2.26M Sell
8,216
-1,521
-16% -$330K 0.47% 61
2025
Q1 		$1.63M Sell
9,737
-3,697
-28% -$782K 0.36% 82
2024
Q4 		$3.11M Sell
13,434
-1,006
-7% -$186K 0.68% 35
2024
Q3 		$2.49M Sell
14,440
-560
-4% -$89.8K 0.54% 51
2024
Q2 		$2.41M Buy
15,000
+310
+2% +$43.4K 0.56% 51
2024
Q1 		$1.95M Sell
14,690
-980
-6% -$121K 0.47% 57
2023
Q4 		$1.75M Sell
15,670
-500
-3% -$47.3K 0.48% 65
2023
Q3 		$1.34M Buy
16,170
+11,810
+271% +$1.02M 0.41% 69
2023
Q2 		$378K Buy
4,360
+990
+29% +$70.6K 0.12% 177
2023
Q1 		$216K Buy
+3,370
New +$203K 0.07% 214
2022
Q2 		– Sell
-3,350
Closed -$211K – 222
2022
Q1 		$211K Buy
+3,350
New +$199K 0.08% 189
2021
Q4 		– Sell
-250
Closed -$12K – 230
2021
Q3 		$12K Buy
+250
New +$12.2K ﹤0.01% 575

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

Herold Advisors's AVGO Position: Q2 2026 in Review

Herold Advisors reduced its Broadcom (AVGO) stake by 3.3% in Q2 2026, selling an estimated $110K and leaving 7,946 shares worth $3M. The position accounts for 0.59% of the portfolio, ranked #44.

Herold Advisors first reported a position in AVGO in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.11M in Q4 2024. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Herold Advisors held 7,946 shares of Broadcom worth $3M as of Q2 2026.
  • Herold Advisors sold 275 Broadcom shares in Q2 2026, an estimated $110K.
  • Broadcom made up 0.59% of Herold Advisors's portfolio in Q2 2026, its #44 holding.
  • Herold Advisors first reported a position in Broadcom in Q3 2021 and has held it in 16 quarters since.
  • Herold Advisors's Broadcom position peaked at $3.11M in Q4 2024.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.