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Liberty Square Wealth Partners’s Broadcom AVGO Stock Holding History

Liberty Square 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 		$548K Sell
1,450
-886
-38% -$355K 0.13% 69
2026
Q1 		$723K Buy
2,336
+160
+7% +$52.6K 0.2% 55
2025
Q4 		$753K Buy
2,176
+58
+3% +$20.7K 0.21% 55
2025
Q3 		$699K Buy
2,118
+118
+6% +$36.2K 0.22% 64
2025
Q2 		$551K Hold
2,000
– – 0.19% 72
2025
Q1 		$335K Hold
2,000
– – 0.13% 104
2024
Q4 		$466K Buy
+2,000
New +$370K 0.17% 82

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

Liberty Square Wealth Partners's AVGO Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Broadcom (AVGO) stake by 38% in Q2 2026, selling an estimated $355K and leaving 1,450 shares worth $548K. The position accounts for 0.13% of the portfolio, ranked #69.

Liberty Square Wealth Partners first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $753K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Liberty Square Wealth Partners held 1,450 shares of Broadcom worth $548K as of Q2 2026.
  • Liberty Square Wealth Partners sold 886 Broadcom shares in Q2 2026, an estimated $355K.
  • Broadcom made up 0.13% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Liberty Square Wealth Partners first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's Broadcom position peaked at $753K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.