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Networth Advisors’s Broadcom AVGO Stock Holding History

Networth 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 		$134K Buy
355
+271
+323% +$109K 0.08% 67
2026
Q1 		$26K Buy
84
+71
+546% +$23.4K 0.02% 117
2025
Q4 		$4.5K Buy
+13
New +$4.65K ﹤0.01% 201

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Networth Advisors's AVGO Position: Q2 2026 in Review

Networth Advisors increased its Broadcom (AVGO) stake by 323% in Q2 2026, buying an estimated $109K and bringing the position to 355 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #67.

Networth Advisors first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 2,917 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Networth Advisors held 355 shares of Broadcom worth $134K as of Q2 2026.
  • Networth Advisors bought 271 Broadcom shares in Q2 2026, an estimated $109K.
  • Broadcom made up 0.08% of Networth Advisors's portfolio in Q2 2026, its #67 holding.
  • Networth Advisors first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.