HIA
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HTG Investment Advisors’s Broadcom AVGO Stock Holding History

HTG Investment 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 		$275K Sell
727
-417
-36% -$167K 0.07% 75
2026
Q1 		$354K Buy
1,144
+361
+46% +$119K 0.1% 62
2025
Q4 		$271K Hold
783
– – 0.08% 66
2025
Q3 		$258K Sell
783
-55
-7% -$16.9K 0.09% 66
2025
Q2 		$231K Buy
+838
New +$182K 0.09% 64

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 $3.38T AUM 44.17% 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

HTG Investment Advisors's AVGO Position: Q2 2026 in Review

HTG Investment Advisors reduced its Broadcom (AVGO) stake by 36% in Q2 2026, selling an estimated $167K and leaving 727 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #75.

HTG Investment Advisors first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $354K in Q1 2026. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • HTG Investment Advisors held 727 shares of Broadcom worth $275K as of Q2 2026.
  • HTG Investment Advisors sold 417 Broadcom shares in Q2 2026, an estimated $167K.
  • Broadcom made up 0.07% of HTG Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • HTG Investment Advisors first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • HTG Investment Advisors's Broadcom position peaked at $354K in Q1 2026.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.