HWP
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Highline Wealth Partners’s Broadcom AVGO Stock Holding History

Highline Wealth Partners’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 		$773K Buy
2,046
+304
+17% +$122K 0.16% 64
2026
Q1 		$539K Buy
1,742
+607
+53% +$200K 0.14% 55
2025
Q4 		$393K Buy
1,135
+310
+38% +$111K 0.11% 52
2025
Q3 		$272K Buy
825
+151
+22% +$46.3K 0.07% 92
2025
Q2 		$186K Buy
674
+333
+98% +$72.3K 0.05% 99
2025
Q1 		$57.2K Buy
341
+71
+26% +$15K 0.02% 126
2024
Q4 		$62.7K Buy
270
+11
+4% +$2.04K 0.02% 122
2024
Q3 		$44.7K Buy
259
+79
+44% +$12.7K 0.02% 138
2024
Q2 		$28.9K Buy
180
+50
+38% +$7.01K 0.01% 152
2024
Q1 		$17.2K Buy
130
+10
+8% +$1.24K 0.01% 182
2023
Q4 		$13.4K Buy
120
+70
+140% +$6.63K 0.01% 182
2023
Q3 		$4.15K Hold
50
– – ﹤0.01% 234
2023
Q2 		$4.34K Hold
50
– – ﹤0.01% 186
2023
Q1 		$3.21K Hold
50
– – ﹤0.01% 202
2022
Q4 		$2.8K Hold
50
– – ﹤0.01% 202
2022
Q3 		$2.22K Buy
+50
New +$2.55K ﹤0.01% 210

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

Highline Wealth Partners's AVGO Position: Q2 2026 in Review

Highline Wealth Partners increased its Broadcom (AVGO) stake by 17% in Q2 2026, buying an estimated $122K and bringing the position to 2,046 shares worth $773K. The position accounts for 0.16% of the portfolio, ranked #64.

Highline Wealth Partners first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Highline Wealth Partners held 2,046 shares of Broadcom worth $773K as of Q2 2026.
  • Highline Wealth Partners bought 304 Broadcom shares in Q2 2026, an estimated $122K.
  • Broadcom made up 0.16% of Highline Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Highline Wealth Partners first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.