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Intellus Advisors’s Broadcom AVGO Stock Holding History

Intellus Advisors’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 		$17M Sell
45,082
-2,368
-5% -$949K 2.07% 19
2026
Q1 		$14.7M Sell
47,450
-1,505
-3% -$495K 2.01% 20
2025
Q4 		$16.9M Sell
48,955
-3,386
-6% -$1.21M 2.25% 17
2025
Q3 		$17.3M Sell
52,341
-3,639
-7% -$1.12M 2.36% 19
2025
Q2 		$15.4M Sell
55,980
-513
-0.9% -$111K 2.3% 17
2025
Q1 		$9.46M Buy
56,493
+17
+0% +$3.6K 1.65% 24
2024
Q4 		$13.1M Buy
+56,476
New +$10.4M 2.27% 14

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

Intellus Advisors's AVGO Position: Q2 2026 in Review

Intellus Advisors reduced its Broadcom (AVGO) stake by 5% in Q2 2026, selling an estimated $949K and leaving 45,082 shares worth $17M. The position accounts for 2.07% of the portfolio, ranked #19.

Intellus Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Intellus Advisors held 45,082 shares of Broadcom worth $17M as of Q2 2026.
  • Intellus Advisors sold 2,368 Broadcom shares in Q2 2026, an estimated $949K.
  • Broadcom made up 2.07% of Intellus Advisors's portfolio in Q2 2026, its #19 holding.
  • Intellus Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's Broadcom position peaked at $17.3M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.