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Monograph Wealth Advisors’s Broadcom AVGO Stock Holding History

Monograph 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 		$338K Sell
895
-8,799
-91% -$3.53M 0.03% 113
2026
Q1 		$3M Buy
+9,694
New +$3.19M 0.28% 33
2025
Q1 		– Sell
-920
Closed -$213K – 115
2024
Q4 		$213K Buy
+920
New +$170K 0.03% 108

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

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

Monograph Wealth Advisors reduced its Broadcom (AVGO) stake by 91% in Q2 2026, selling an estimated $3.53M and leaving 895 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #113.

Monograph Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 3 quarters since. The position peaked at $3M in Q1 2026. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Monograph Wealth Advisors held 895 shares of Broadcom worth $338K as of Q2 2026.
  • Monograph Wealth Advisors sold 8,799 Broadcom shares in Q2 2026, an estimated $3.53M.
  • Broadcom made up 0.03% of Monograph Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Monograph Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 3 quarters since.
  • Monograph Wealth Advisors's Broadcom position peaked at $3M in Q1 2026.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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