MA Private Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$980K Hold
2,594
0.15% 53
2026
Q1
$803K Sell
2,594
-13
-0.5% -$4.28K 0.14% 58
2025
Q4
$902K Buy
2,607
+261
+11% +$93.3K 0.15% 52
2025
Q3
$774K Buy
2,346
+5
+0.2% +$1.53K 0.13% 54
2025
Q2
$645K Hold
2,341
0.12% 59
2025
Q1
$392K Hold
2,341
0.07% 63
2024
Q4
$543K Sell
2,341
-59
-2% -$10.9K 0.1% 51
2024
Q3
$414K Hold
2,400
0.08% 58
2024
Q2
$385K Hold
2,400
0.08% 58
2024
Q1
$318K Hold
2,400
0.06% 57
2023
Q4
$268K Buy
+2,400
New +$227K 0.06% 69

Other funds holding AVGO

MA Private Wealth's AVGO Position: Q2 2026 in Review

MA Private Wealth held its Broadcom (AVGO) position steady in Q2 2026 at 2,594 shares worth $980K. The position accounts for 0.15% of the portfolio, ranked #53.

MA Private Wealth 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.

  • MA Private Wealth held 2,594 shares of Broadcom worth $980K as of Q2 2026.
  • MA Private Wealth left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.15% of MA Private Wealth's portfolio in Q2 2026, its #53 holding.
  • MA Private Wealth 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 MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.