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Integrated Wealth Concepts’s Broadcom AVGO Stock Holding History

Integrated Wealth Concepts’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 		$76.1M Buy
201,467
+72,073
+56% +$28.9M 0.5% 34
2026
Q1 		$40M Buy
129,394
+46,422
+56% +$15.3M 0.32% 59
2025
Q4 		$28.7M Sell
82,972
-37,792
-31% -$13.5M 0.34% 66
2025
Q3 		$39.8M Buy
120,764
+1,257
+1% +$386K 0.36% 53
2025
Q2 		$32.9M Buy
119,507
+6,641
+6% +$1.44M 0.33% 58
2025
Q1 		$18.9M Sell
112,866
-23,270
-17% -$4.92M 0.22% 106
2024
Q4 		$31.6M Buy
136,136
+18,475
+16% +$3.42M 0.37% 54
2024
Q3 		$20.3M Buy
117,661
+5,611
+5% +$900K 0.25% 92
2024
Q2 		$18M Buy
112,050
+3,530
+3% +$495K 0.25% 92
2024
Q1 		$14.4M Buy
108,520
+6,530
+6% +$809K 0.21% 117
2023
Q4 		$11.4M Buy
101,990
+14,740
+17% +$1.4M 0.19% 130
2023
Q3 		$7.25M Sell
87,250
-3,080
-3% -$267K 0.13% 175
2023
Q2 		$7.84M Buy
90,330
+17,600
+24% +$1.26M 0.13% 166
2023
Q1 		$4.67M Sell
72,730
-5,580
-7% -$336K 0.1% 207
2022
Q4 		$4.38M Buy
78,310
+3,380
+5% +$169K 0.12% 172
2022
Q3 		$3.33M Buy
74,930
+860
+1% +$43.9K 0.11% 186
2022
Q2 		$3.6M Buy
74,070
+4,610
+7% +$259K 0.11% 177
2022
Q1 		$4.37M Buy
69,460
+15,080
+28% +$896K 0.13% 148
2021
Q4 		$3.62M Buy
54,380
+21,120
+63% +$1.19M 0.11% 165
2021
Q3 		$1.61M Buy
33,260
+9,250
+39% +$450K 0.05% 280
2021
Q2 		$1.15M Buy
24,010
+370
+2% +$17.1K 0.04% 325
2021
Q1 		$1.1M Sell
23,640
-1,060
-4% -$49K 0.05% 277
2020
Q4 		$1.08M Buy
24,700
+2,700
+12% +$105K 0.05% 236
2020
Q3 		$801K Sell
22,000
-150
-0.7% -$5.02K 0.05% 252
2020
Q2 		$699K Sell
22,150
-2,270
-9% -$63.5K 0.05% 223
2020
Q1 		$579K Buy
24,420
+3,390
+16% +$95.5K 0.05% 204
2019
Q4 		$665K Buy
+21,030
New +$639K 0.06% 224

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's AVGO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Broadcom (AVGO) stake by 56% in Q2 2026, buying an estimated $28.9M and bringing the position to 201,467 shares worth $76.1M. The position accounts for 0.5% of the portfolio, ranked #34.

Integrated Wealth Concepts first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Integrated Wealth Concepts held 201,467 shares of Broadcom worth $76.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 72,073 Broadcom shares in Q2 2026, an estimated $28.9M.
  • Broadcom made up 0.5% of Integrated Wealth Concepts's portfolio in Q2 2026, its #34 holding.
  • Integrated Wealth Concepts first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.