IWN
AVGO icon

Independent Wealth Network’s Broadcom AVGO Stock Holding History

Independent Wealth Network’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 		$1.15M Buy
3,054
+473
+18% +$190K 0.29% 97
2026
Q1 		$799K Buy
2,581
+431
+20% +$142K 0.24% 115
2025
Q4 		$744K Sell
2,150
-261
-11% -$93.3K 0.23% 112
2025
Q3 		$795K Buy
2,411
+147
+6% +$45.1K 0.26% 97
2025
Q2 		$624K Sell
2,264
-6
-0.3% -$1.3K 0.23% 113
2025
Q1 		$380K Sell
2,270
-94
-4% -$19.9K 0.15% 156
2024
Q4 		$548K Buy
2,364
+306
+15% +$56.6K 0.22% 116
2024
Q3 		$355K Buy
2,058
+218
+12% +$34.9K 0.16% 147
2024
Q2 		$295K Sell
1,840
-370
-17% -$51.9K 0.14% 172
2024
Q1 		$293K Buy
+2,210
New +$274K 0.14% 170

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 Wealth Network's AVGO Position: Q2 2026 in Review

Independent Wealth Network increased its Broadcom (AVGO) stake by 18% in Q2 2026, buying an estimated $190K and bringing the position to 3,054 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #97.

Independent Wealth Network first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Independent Wealth Network held 3,054 shares of Broadcom worth $1.15M as of Q2 2026.
  • Independent Wealth Network bought 473 Broadcom shares in Q2 2026, an estimated $190K.
  • Broadcom made up 0.29% of Independent Wealth Network's portfolio in Q2 2026, its #97 holding.
  • Independent Wealth Network first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.