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Horizon Family Wealth’s Broadcom AVGO Stock Holding History

Horizon Family 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 		$1.05M Buy
2,789
+61
+2% +$24.5K 0.48% 46
2026
Q1 		$844K Buy
2,728
+71
+3% +$23.4K 0.45% 41
2025
Q4 		$920K Sell
2,657
-444
-14% -$159K 0.49% 38
2025
Q3 		$1.02M Sell
3,101
-1,289
-29% -$395K 0.59% 31
2025
Q2 		$1.21M Sell
4,390
-468
-10% -$102K 0.74% 27
2025
Q1 		$813K Buy
4,858
+237
+5% +$50.2K 0.54% 29
2024
Q4 		$1.07M Sell
4,621
-670
-13% -$124K 0.71% 29
2024
Q3 		$913K Buy
5,291
+71
+1% +$11.4K 0.65% 27
2024
Q2 		$839K Buy
5,220
+30
+0.6% +$4.2K 0.64% 28
2024
Q1 		$688K Sell
5,190
-1,210
-19% -$150K 0.53% 31
2023
Q4 		$715K Buy
6,400
+80
+1% +$7.58K 0.6% 28
2023
Q3 		$525K Buy
6,320
+400
+7% +$34.7K 0.51% 30
2023
Q2 		$514K Sell
5,920
-350
-6% -$25K 0.49% 30
2023
Q1 		$403K Sell
6,270
-390
-6% -$23.5K 0.43% 34
2022
Q4 		$372K Buy
6,660
+290
+5% +$14.5K 0.43% 38
2022
Q3 		$284K Sell
6,370
-40
-0.6% -$2.04K 0.35% 41
2022
Q2 		$312K Sell
6,410
-120
-2% -$6.74K 0.36% 40
2022
Q1 		$411K Buy
6,530
+3,280
+101% +$195K 0.41% 41
2021
Q4 		$217K Buy
+3,250
New +$183K 0.22% 44

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

Horizon Family Wealth's AVGO Position: Q2 2026 in Review

Horizon Family Wealth increased its Broadcom (AVGO) stake by 2.2% in Q2 2026, buying an estimated $24.5K and bringing the position to 2,789 shares worth $1.05M. The position accounts for 0.48% of the portfolio, ranked #46.

Horizon Family Wealth first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q2 2025. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Horizon Family Wealth held 2,789 shares of Broadcom worth $1.05M as of Q2 2026.
  • Horizon Family Wealth bought 61 Broadcom shares in Q2 2026, an estimated $24.5K.
  • Broadcom made up 0.48% of Horizon Family Wealth's portfolio in Q2 2026, its #46 holding.
  • Horizon Family Wealth first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Horizon Family Wealth's Broadcom position peaked at $1.21M in Q2 2025.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.