IWA
AVGO icon

Icon Wealth Advisors’s Broadcom AVGO Stock Holding History

Icon 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 		$12.3M Buy
32,693
+3,996
+14% +$1.6M 0.74% 34
2026
Q1 		$11.6M Sell
28,697
-15,407
-35% -$5.07M 0.76% 32
2025
Q4 		$15.3M Sell
44,104
-913
-2% -$326K 1.02% 25
2025
Q3 		$14.9M Buy
45,017
+9,667
+27% +$2.97M 1.01% 23
2025
Q2 		$9.74M Sell
35,350
-1,633
-4% -$355K 0.69% 32
2025
Q1 		$6.19M Sell
36,983
-8,788
-19% -$1.86M 0.51% 46
2024
Q4 		$10.6M Sell
45,771
-3,680
-7% -$681K 0.87% 23
2024
Q3 		$8.53M Sell
49,451
-451,539
-90% -$72.4M 0.71% 25
2024
Q2 		$8.05M Buy
500,990
+452,010
+923% +$63.3M 0.72% 26
2024
Q1 		$6.49M Sell
48,980
-7,420
-13% -$919K 0.6% 31
2023
Q4 		$6.3M Buy
+56,400
New +$5.34M 0.66% 27
2022
Q4 		$7.49M Sell
133,920
-500
-0.4% -$25.1K 0.86% 23
2022
Q3 		$5.97M Buy
+134,420
New +$6.87M 0.72% 26

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

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

Icon Wealth Advisors increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $1.6M and bringing the position to 32,693 shares worth $12.3M. The position accounts for 0.74% of the portfolio, ranked #34.

Icon Wealth Advisors first reported a position in AVGO in Q3 2022 and has held it in 13 quarters since. The position peaked at $15.3M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Icon Wealth Advisors held 32,693 shares of Broadcom worth $12.3M as of Q2 2026.
  • Icon Wealth Advisors bought 3,996 Broadcom shares in Q2 2026, an estimated $1.6M.
  • Broadcom made up 0.74% of Icon Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Icon Wealth Advisors first reported a position in Broadcom in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Broadcom position peaked at $15.3M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.