NWP
AVGO icon

NerdWallet Wealth Partners’s Broadcom AVGO Stock Holding History

NerdWallet 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 		$399K Buy
1,057
+27
+3% +$10.8K 0.14% 44
2026
Q1 		$319K Buy
1,030
+70
+7% +$23K 0.14% 43
2025
Q4 		$332K Sell
960
-3
-0.3% -$1.07K 0.15% 48
2025
Q3 		$318K Buy
+963
New +$295K 0.16% 47

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

NerdWallet Wealth Partners's AVGO Position: Q2 2026 in Review

NerdWallet Wealth Partners increased its Broadcom (AVGO) stake by 2.6% in Q2 2026, buying an estimated $10.8K and bringing the position to 1,057 shares worth $399K. The position accounts for 0.14% of the portfolio, ranked #44.

NerdWallet Wealth Partners first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • NerdWallet Wealth Partners held 1,057 shares of Broadcom worth $399K as of Q2 2026.
  • NerdWallet Wealth Partners bought 27 Broadcom shares in Q2 2026, an estimated $10.8K.
  • Broadcom made up 0.14% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • NerdWallet Wealth Partners first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.