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New Insight Wealth Advisors’s Broadcom AVGO Stock Holding History

New Insight 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 		$2.67M Buy
7,059
+433
+7% +$174K 0.79% 37
2026
Q1 		$2.05M Sell
6,626
-151
-2% -$49.7K 0.74% 36
2025
Q4 		$2.35M Sell
6,777
-343
-5% -$123K 0.84% 30
2025
Q3 		$2.35M Sell
7,120
-240
-3% -$73.6K 0.88% 30
2025
Q2 		$2.03M Sell
7,360
-1,199
-14% -$260K 0.83% 29
2025
Q1 		$1.43M Buy
8,559
+37
+0.4% +$7.83K 0.65% 33
2024
Q4 		$1.98M Sell
8,522
-178
-2% -$32.9K 0.99% 22
2024
Q3 		$1.5M Sell
8,700
-740
-8% -$119K 0.79% 25
2024
Q2 		$1.52M Buy
9,440
+10
+0.1% +$1.4K 0.89% 25
2024
Q1 		$1.25M Buy
9,430
+230
+3% +$28.5K 0.78% 28
2023
Q4 		$1.03M Buy
+9,200
New +$871K 0.69% 32

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

New Insight Wealth Advisors's AVGO Position: Q2 2026 in Review

New Insight Wealth Advisors increased its Broadcom (AVGO) stake by 6.5% in Q2 2026, buying an estimated $174K and bringing the position to 7,059 shares worth $2.67M. The position accounts for 0.79% of the portfolio, ranked #37.

New Insight Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • New Insight Wealth Advisors held 7,059 shares of Broadcom worth $2.67M as of Q2 2026.
  • New Insight Wealth Advisors bought 433 Broadcom shares in Q2 2026, an estimated $174K.
  • Broadcom made up 0.79% of New Insight Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • New Insight Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.