HWA
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Hillcrest Wealth Advisors’s Broadcom AVGO Stock Holding History

Hillcrest Wealth Advisors’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 		$218K Buy
+577
New +$231K 0.08% 54
2026
Q1 		– Sell
-600
Closed -$208K – 52
2025
Q4 		$208K Sell
600
-21
-3% -$7.51K 0.09% 50
2025
Q3 		$205K Buy
+621
New +$191K 0.09% 52

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

Hillcrest Wealth Advisors's AVGO Position: Q2 2026 in Review

Hillcrest Wealth Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 577 shares worth $218K. The stake represents 0.08% of the portfolio and ranks #54 among its holdings. This is a return to the name: Hillcrest Wealth Advisors previously reported a position in AVGO as recently as Q4 2025.

Hillcrest Wealth Advisors first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Hillcrest Wealth Advisors held 577 shares of Broadcom worth $218K as of Q2 2026.
  • Broadcom was a new Hillcrest Wealth Advisors position in Q2 2026.
  • Broadcom made up 0.08% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Hillcrest Wealth Advisors first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.