IWA
AVGO icon

IVC Wealth Advisors’s Broadcom AVGO Stock Holding History

IVC Wealth 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 		$1.41M Buy
3,736
+6
+0.2% +$2.41K 0.55% 34
2026
Q1 		$1.15M Buy
3,730
+59
+2% +$19.4K 0.5% 39
2025
Q4 		$1.27M Sell
3,671
-96
-3% -$34.3K 0.55% 34
2025
Q3 		$1.24M Buy
3,767
+94
+3% +$28.8K 0.56% 31
2025
Q2 		$1.01M Buy
3,673
+221
+6% +$48K 0.49% 42
2025
Q1 		$578K Buy
3,452
+856
+33% +$181K 0.31% 67
2024
Q4 		$602K Buy
2,596
+199
+8% +$36.8K 0.34% 61
2024
Q3 		$413K Buy
2,397
+177
+8% +$28.4K 0.23% 92
2024
Q2 		$356K Buy
2,220
+90
+4% +$12.6K 0.2% 107
2024
Q1 		$282K Buy
2,130
+30
+1% +$3.72K 0.16% 127
2023
Q4 		$234K Buy
+2,100
New +$199K 0.15% 132

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

IVC Wealth Advisors's AVGO Position: Q2 2026 in Review

IVC Wealth Advisors increased its Broadcom (AVGO) stake by 0.16% in Q2 2026, buying an estimated $2.41K and bringing the position to 3,736 shares worth $1.41M. The position accounts for 0.55% of the portfolio, ranked #34.

IVC Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • IVC Wealth Advisors held 3,736 shares of Broadcom worth $1.41M as of Q2 2026.
  • IVC Wealth Advisors bought 6 Broadcom shares in Q2 2026, an estimated $2.41K.
  • Broadcom made up 0.55% of IVC Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • IVC Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.