HWM
AVGO icon

HFR Wealth Management’s Broadcom AVGO Stock Holding History

HFR Wealth 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 		$241K Sell
639
-40
-6% -$16K 0.06% 47
2026
Q1 		$210K Sell
679
-99
-13% -$32.6K 0.05% 49
2025
Q4 		$269K Buy
778
+1
+0.1% +$358 0.06% 44
2025
Q3 		$256K Buy
+777
New +$238K 0.06% 46

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

HFR Wealth Management's AVGO Position: Q2 2026 in Review

HFR Wealth Management reduced its Broadcom (AVGO) stake by 5.9% in Q2 2026, selling an estimated $16K and leaving 639 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #47.

HFR Wealth Management first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $269K in Q4 2025. 4,805 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • HFR Wealth Management held 639 shares of Broadcom worth $241K as of Q2 2026.
  • HFR Wealth Management sold 40 Broadcom shares in Q2 2026, an estimated $16K.
  • Broadcom made up 0.06% of HFR Wealth Management's portfolio in Q2 2026, its #47 holding.
  • HFR Wealth Management first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • HFR Wealth Management's Broadcom position peaked at $269K in Q4 2025.
  • 4,805 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.