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High Net Worth Advisory Group’s Broadcom AVGO Stock Holding History

High Net Worth Advisory 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 		$1.06M Buy
2,810
+133
+5% +$53.3K 0.23% 103
2026
Q1 		$829K Sell
2,677
-168
-6% -$55.3K 0.19% 111
2025
Q4 		$985K Buy
2,845
+183
+7% +$65.4K 0.23% 98
2025
Q3 		$878K Sell
2,662
-9
-0.3% -$2.76K 0.21% 100
2025
Q2 		$736K Buy
2,671
+45
+2% +$9.77K 0.19% 104
2025
Q1 		$440K Hold
2,626
– – 0.12% 136
2024
Q4 		$609K Buy
2,626
+16
+0.6% +$2.96K 0.17% 114
2024
Q3 		$450K Hold
2,610
– – 0.12% 135
2024
Q2 		$419K Buy
2,610
+100
+4% +$14K 0.13% 131
2024
Q1 		$333K Buy
+2,510
New +$311K 0.1% 149
2023
Q1 		– Sell
-1,510
Closed -$84.4K – 221
2022
Q4 		$84.4K Sell
1,510
-170
-10% -$8.52K 0.03% 258
2022
Q3 		$75K Hold
1,680
– – 0.03% 266
2022
Q2 		$82K Hold
1,680
– – 0.03% 262
2022
Q1 		$106K Hold
1,680
– – 0.04% 241
2021
Q4 		$112K Buy
+1,680
New +$94.4K 0.04% 238

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

High Net Worth Advisory Group's AVGO Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Broadcom (AVGO) stake by 5% in Q2 2026, buying an estimated $53.3K and bringing the position to 2,810 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #103.

High Net Worth Advisory Group first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • High Net Worth Advisory Group held 2,810 shares of Broadcom worth $1.06M as of Q2 2026.
  • High Net Worth Advisory Group bought 133 Broadcom shares in Q2 2026, an estimated $53.3K.
  • Broadcom made up 0.23% of High Net Worth Advisory Group's portfolio in Q2 2026, its #103 holding.
  • High Net Worth Advisory Group first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.