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High Note Wealth’s Broadcom AVGO Stock Holding History

High Note Wealth’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 		$4.68M Buy
12,395
+276
+2% +$111K 0.8% 32
2026
Q1 		$3.75M Buy
12,119
+154
+1% +$50.7K 0.74% 35
2025
Q4 		$4.14M Buy
11,965
+506
+4% +$181K 0.81% 32
2025
Q3 		$3.78M Buy
11,459
+9,419
+462% +$2.89M 0.76% 38
2025
Q2 		$562K Sell
2,040
-64
-3% -$13.9K 0.13% 75
2025
Q1 		$352K Hold
2,104
– – 0.09% 78
2024
Q4 		$488K Hold
2,104
– – 0.13% 69
2024
Q3 		$363K Sell
2,104
-6
-0.3% -$962 0.1% 79
2024
Q2 		$339K Sell
2,110
-40
-2% -$5.61K 0.1% 80
2024
Q1 		$285K Buy
2,150
+10
+0.5% +$1.24K 0.09% 82
2023
Q4 		$239K Buy
+2,140
New +$203K 0.09% 86

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 Note Wealth's AVGO Position: Q2 2026 in Review

High Note Wealth increased its Broadcom (AVGO) stake by 2.3% in Q2 2026, buying an estimated $111K and bringing the position to 12,395 shares worth $4.68M. The position accounts for 0.8% of the portfolio, ranked #32.

High Note Wealth first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • High Note Wealth held 12,395 shares of Broadcom worth $4.68M as of Q2 2026.
  • High Note Wealth bought 276 Broadcom shares in Q2 2026, an estimated $111K.
  • Broadcom made up 0.8% of High Note Wealth's portfolio in Q2 2026, its #32 holding.
  • High Note Wealth first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.