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Innovative Asset Advisors Group’s Broadcom AVGO Stock Holding History

Innovative Asset Advisors Group’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 		$4.41M Buy
11,667
+615
+6% +$247K 1.93% 9
2026
Q1 		$3.42M Buy
+11,052
New +$3.64M 1.98% 6

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Innovative Asset Advisors Group's AVGO Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Broadcom (AVGO) stake by 5.6% in Q2 2026, buying an estimated $247K and bringing the position to 11,667 shares worth $4.41M. The position accounts for 1.93% of the portfolio, ranked #9.

Innovative Asset Advisors Group first reported a position in AVGO in Q1 2026 and has held it in 2 quarters since. 4,632 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Innovative Asset Advisors Group held 11,667 shares of Broadcom worth $4.41M as of Q2 2026.
  • Innovative Asset Advisors Group bought 615 Broadcom shares in Q2 2026, an estimated $247K.
  • Broadcom made up 1.93% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #9 holding.
  • Innovative Asset Advisors Group first reported a position in Broadcom in Q1 2026 and has held it in 2 quarters since.
  • 4,632 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.