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Independent Solutions Wealth Management’s Broadcom AVGO Stock Holding History

Independent Solutions 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 		$17.2M Sell
45,463
-727
-2% -$291K 2.24% 5
2026
Q1 		$14.3M Sell
46,190
-495
-1% -$163K 2.11% 7
2025
Q4 		$16.2M Sell
46,685
-2,351
-5% -$841K 2.97% 5
2025
Q3 		$16.2M Buy
49,036
+225
+0.5% +$69K 2.87% 5
2025
Q2 		$13.5M Sell
48,811
-1,435
-3% -$312K 2.63% 6
2025
Q1 		$8.41M Sell
50,246
-894
-2% -$189K 1.88% 12
2024
Q4 		$11.9M Buy
51,140
+2,004
+4% +$371K 2.59% 6
2024
Q3 		$8.48M Sell
49,136
-2,754
-5% -$442K 1.92% 14
2024
Q2 		$8.33M Sell
51,890
-1,850
-3% -$259K 1.91% 15
2024
Q1 		$7.12M Sell
53,740
-2,990
-5% -$370K 1.69% 15
2023
Q4 		$6.33M Sell
56,730
-3,720
-6% -$352K 1.62% 15
2023
Q3 		$5.02M Sell
60,450
-890
-1% -$77.1K 1.3% 20
2023
Q2 		$5.32M Buy
61,340
+2,440
+4% +$174K 1.34% 15
2023
Q1 		$3.78M Sell
58,900
-6,940
-11% -$418K 1.11% 20
2022
Q4 		$3.68M Sell
65,840
-3,880
-6% -$195K 1.12% 18
2022
Q3 		$3.1M Buy
69,720
+3,840
+6% +$196K 1.02% 21
2022
Q2 		$3.2M Sell
65,880
-1,980
-3% -$111K 1% 19
2022
Q1 		$4.27M Buy
67,860
+920
+1% +$54.6K 1.01% 21
2021
Q4 		$4.45M Buy
66,940
+290
+0.4% +$16.3K 1.05% 23
2021
Q3 		$3.23M Buy
66,650
+2,390
+4% +$116K 0.8% 33
2021
Q2 		$3.06M Buy
64,260
+1,820
+3% +$84.3K 0.74% 34
2021
Q1 		$2.9M Buy
62,440
+9,670
+18% +$447K 0.8% 29
2020
Q4 		$2.31M Buy
52,770
+19,470
+58% +$759K 0.72% 35
2020
Q3 		$1.21M Buy
33,300
+5,060
+18% +$169K 0.46% 51
2020
Q2 		$891K Buy
28,240
+6,970
+33% +$195K 0.38% 53
2020
Q1 		$504K Sell
21,270
-370
-2% -$10.4K 0.28% 68
2019
Q4 		$684K Buy
+21,640
New +$657K 0.3% 70

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

Independent Solutions Wealth Management's AVGO Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Broadcom (AVGO) stake by 1.6% in Q2 2026, selling an estimated $291K and leaving 45,463 shares worth $17.2M. The position accounts for 2.24% of the portfolio, ranked #5.

Independent Solutions Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Independent Solutions Wealth Management held 45,463 shares of Broadcom worth $17.2M as of Q2 2026.
  • Independent Solutions Wealth Management sold 727 Broadcom shares in Q2 2026, an estimated $291K.
  • Broadcom made up 2.24% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Independent Solutions Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.