IWP
AVGO icon

Insight Wealth Partners’s Broadcom AVGO Stock Holding History

Insight Wealth Partners’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 		$3.27M Buy
8,666
+954
+12% +$383K 0.44% 25
2026
Q1 		$2.39M Buy
7,712
+42
+0.5% +$13.8K 0.33% 26
2025
Q4 		$2.65M Buy
7,670
+3
+0% +$1.07K 0.36% 22
2025
Q3 		$2.53M Buy
7,667
+155
+2% +$47.6K 0.77% 23
2025
Q2 		$2.07M Buy
7,512
+332
+5% +$72.1K 0.8% 24
2025
Q1 		$1.2M Sell
7,180
-106
-1% -$22.4K 0.2% 36
2024
Q4 		$1.69M Buy
7,286
+27
+0.4% +$4.99K 0.23% 29
2024
Q3 		$1.25M Sell
7,259
-11
-0.2% -$1.76K 0.25% 38
2024
Q2 		$1.17M Buy
7,270
+850
+13% +$119K 0.2% 32
2024
Q1 		$851K Buy
6,420
+1,750
+37% +$217K 0.15% 40
2023
Q4 		$521K Buy
4,670
+2,070
+80% +$196K 0.09% 52
2023
Q3 		$216K Buy
2,600
+10
+0.4% +$867 0.04% 69
2023
Q2 		$225K Buy
+2,590
New +$185K 0.05% 68
2022
Q2 		– Sell
-9,470
Closed -$596K – 61
2022
Q1 		$596K Sell
9,470
-3,950
-29% -$235K 0.33% 38
2021
Q4 		$893K Buy
+13,420
New +$754K 0.17% 32

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

Insight Wealth Partners's AVGO Position: Q2 2026 in Review

Insight Wealth Partners increased its Broadcom (AVGO) stake by 12% in Q2 2026, buying an estimated $383K and bringing the position to 8,666 shares worth $3.27M. The position accounts for 0.44% of the portfolio, ranked #25.

Insight Wealth Partners first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. 4,838 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Insight Wealth Partners held 8,666 shares of Broadcom worth $3.27M as of Q2 2026.
  • Insight Wealth Partners bought 954 Broadcom shares in Q2 2026, an estimated $383K.
  • Broadcom made up 0.44% of Insight Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Insight Wealth Partners first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • 4,838 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.