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Moneta Group Investment Advisors’s Broadcom AVGO Stock Holding History

Moneta Group Investment 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 		$22.3M Buy
58,952
+5,893
+11% +$2.36M 0.16% 75
2026
Q1 		$16.4M Buy
53,059
+2,790
+6% +$918K 0.12% 83
2025
Q4 		$17.4M Buy
50,269
+1,496
+3% +$535K 0.13% 79
2025
Q3 		$16.1M Buy
48,773
+1,597
+3% +$490K 0.13% 84
2025
Q2 		$13M Buy
47,176
+1,770
+4% +$384K 0.15% 81
2025
Q1 		$7.6M Sell
45,406
-67
-0.1% -$14.2K 0.1% 108
2024
Q4 		$10.5M Sell
45,473
-1,849
-4% -$342K 0.15% 90
2024
Q3 		$8.16M Sell
47,322
-397,528
-89% -$63.7M 0.12% 102
2024
Q2 		$7.14M Buy
444,850
+7,670
+2% +$1.07M 0.11% 102
2024
Q1 		$5.79M Buy
437,180
+394,030
+913% +$48.8M 0.09% 115
2023
Q4 		$4.82M Buy
43,150
+3,450
+9% +$327K 0.1% 110
2023
Q3 		$3.3M Sell
39,700
-190
-0.5% -$16.5K 0.07% 129
2023
Q2 		$3.46M Buy
39,890
+650
+2% +$46.4K 0.08% 127
2023
Q1 		$2.52M Buy
39,240
+7,440
+23% +$448K 0.06% 146
2022
Q4 		$1.86M Buy
31,800
+1,960
+7% +$98.3K 0.05% 155
2022
Q3 		$1.32M Sell
29,840
-2,640
-8% -$135K 0.05% 168
2022
Q2 		$1.58M Buy
32,480
+4,500
+16% +$253K 0.05% 160
2022
Q1 		$1.76M Buy
27,980
+3,620
+15% +$215K 0.07% 146
2021
Q4 		$1.62M Buy
24,360
+2,030
+9% +$114K 0.07% 155
2021
Q3 		$1.08M Buy
22,330
+1,170
+6% +$56.9K 0.05% 187
2021
Q2 		$1.01M Buy
21,160
+220
+1% +$10.2K 0.05% 196
2021
Q1 		$971K Buy
+20,940
New +$968K 0.05% 181
2018
Q3 		– Sell
-1,340
Closed -$32K – 243
2018
Q2 		$32K Buy
1,340
+1,280
+2,133% +$31.4K ﹤0.01% 335
2018
Q1 		$1K Buy
60
+20
+50% +$504 ﹤0.01% 571
2017
Q4 		$1K Buy
+40
New +$1.04K ﹤0.01% 405

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

Moneta Group Investment Advisors's AVGO Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $2.36M and bringing the position to 58,952 shares worth $22.3M. The position accounts for 0.16% of the portfolio, ranked #75.

Moneta Group Investment Advisors first reported a position in AVGO in Q4 2017 and has held it in 25 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Moneta Group Investment Advisors held 58,952 shares of Broadcom worth $22.3M as of Q2 2026.
  • Moneta Group Investment Advisors bought 5,893 Broadcom shares in Q2 2026, an estimated $2.36M.
  • Broadcom made up 0.16% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Moneta Group Investment Advisors first reported a position in Broadcom in Q4 2017 and has held it in 25 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.