IAG
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Ipsen Advisor Group’s Broadcom AVGO Stock Holding History

Ipsen Advisor 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 		$1.1M Sell
2,905
-593
-17% -$238K 0.71% 39
2026
Q1 		$1.08M Sell
3,498
-10
-0.3% -$3.29K 0.76% 40
2025
Q4 		$1.21M Sell
3,508
-486
-12% -$174K 0.86% 34
2025
Q3 		$1.32M Sell
3,994
-1,077
-21% -$330K 0.95% 28
2025
Q2 		$1.4M Sell
5,071
-1,539
-23% -$334K 1.06% 25
2025
Q1 		$1.11M Buy
6,610
+168
+3% +$35.6K 0.95% 28
2024
Q4 		$1.49M Buy
+6,442
New +$1.19M 1.28% 20
2022
Q4 		$481K Buy
+8,600
New +$431K 0.55% 43

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

Ipsen Advisor Group's AVGO Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Broadcom (AVGO) stake by 17% in Q2 2026, selling an estimated $238K and leaving 2,905 shares worth $1.1M. The position accounts for 0.71% of the portfolio, ranked #39.

Ipsen Advisor Group first reported a position in AVGO in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ipsen Advisor Group held 2,905 shares of Broadcom worth $1.1M as of Q2 2026.
  • Ipsen Advisor Group sold 593 Broadcom shares in Q2 2026, an estimated $238K.
  • Broadcom made up 0.71% of Ipsen Advisor Group's portfolio in Q2 2026, its #39 holding.
  • Ipsen Advisor Group first reported a position in Broadcom in Q4 2022 and has held it in 8 quarters since.
  • Ipsen Advisor Group's Broadcom position peaked at $1.49M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.