HWM
AVGO icon

HighMark Wealth Management’s Broadcom AVGO Stock Holding History

HighMark 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 		$379K Buy
1,004
+135
+16% +$54.1K 0.13% 60
2026
Q1 		$269K Buy
869
+734
+544% +$242K 0.11% 63
2025
Q4 		$46.8K Sell
135
-3
-2% -$1.07K 0.02% 175
2025
Q3 		$45.4K Sell
138
-175
-56% -$53.7K 0.02% 168
2025
Q2 		$86.2K Buy
313
+211
+207% +$45.8K 0.04% 123
2025
Q1 		$17K Buy
102
+26
+34% +$5.5K 0.01% 211
2024
Q4 		$17.5K Buy
76
+1
+1% +$185 0.01% 213
2024
Q3 		$12.9K Buy
75
+5
+7% +$802 0.01% 254
2024
Q2 		$11.2K Buy
70
+50
+250% +$7.01K 0.01% 259
2024
Q1 		$2.65K Hold
20
– – ﹤0.01% 443
2023
Q4 		$2.23K Hold
20
– – ﹤0.01% 462
2023
Q3 		$1.66K Hold
20
– – ﹤0.01% 474
2023
Q2 		$1.74K Hold
20
– – ﹤0.01% 473
2023
Q1 		$1.28K Hold
20
– – ﹤0.01% 527
2022
Q4 		$1.12K Sell
20
-10
-33% -$501 ﹤0.01% 465
2022
Q3 		$1K Hold
30
– – ﹤0.01% 458
2022
Q2 		$1K Buy
+30
New +$1.68K ﹤0.01% 459
2021
Q2 		– Sell
-40
Closed -$1.85K – 447
2021
Q1 		$2K Buy
+40
New +$1.85K ﹤0.01% 413

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

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

HighMark Wealth Management increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $54.1K and bringing the position to 1,004 shares worth $379K. The position accounts for 0.13% of the portfolio, ranked #60.

HighMark Wealth Management first reported a position in AVGO in Q1 2021 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • HighMark Wealth Management held 1,004 shares of Broadcom worth $379K as of Q2 2026.
  • HighMark Wealth Management bought 135 Broadcom shares in Q2 2026, an estimated $54.1K.
  • Broadcom made up 0.13% of HighMark Wealth Management's portfolio in Q2 2026, its #60 holding.
  • HighMark Wealth Management first reported a position in Broadcom in Q1 2021 and has held it in 18 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.