NW
AVGO icon

NewEdge Wealth’s Broadcom AVGO Stock Holding History

NewEdge Wealth’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 		$190M Sell
502,221
-10,467
-2% -$4.2M 1.9% 6
2026
Q1 		$159M Buy
512,688
+43,411
+9% +$14.3M 1.89% 6
2025
Q4 		$162M Buy
469,277
+74,569
+19% +$26.7M 1.83% 6
2025
Q3 		$142M Sell
394,708
-31,419
-7% -$9.64M 2.03% 5
2025
Q2 		$129M Buy
426,127
+55,739
+15% +$12.1M 2.03% 6
2025
Q1 		$62M Sell
370,388
-58,249
-14% -$12.3M 1.12% 13
2024
Q4 		$99.4M Buy
428,637
+25,296
+6% +$4.68M 1.72% 7
2024
Q3 		$69.6M Buy
403,341
+54,961
+16% +$8.81M 1.26% 9
2024
Q2 		$55.9M Sell
348,380
-160,860
-32% -$22.5M 1.21% 11
2024
Q1 		$63.1M Buy
509,240
+38,570
+8% +$4.78M 1.41% 7
2023
Q4 		$52.5M Buy
470,670
+27,780
+6% +$2.63M 1.34% 9
2023
Q3 		$36.8M Buy
442,890
+31,560
+8% +$2.74M 1.17% 11
2023
Q2 		$35.7M Buy
411,330
+338,270
+463% +$24.1M 1.19% 11
2023
Q1 		$4.69M Sell
73,060
-12,330
-14% -$742K 0.18% 126
2022
Q4 		$4.77M Buy
85,390
+3,530
+4% +$177K 0.21% 113
2022
Q3 		$3.63M Buy
81,860
+6,270
+8% +$320K 0.17% 127
2022
Q2 		$3.67M Buy
75,590
+40,210
+114% +$2.26M 0.17% 126
2022
Q1 		$2.23M Buy
35,380
+18,840
+114% +$1.12M 0.1% 145
2021
Q4 		$1.1M Buy
16,540
+3,390
+26% +$191K 0.05% 224
2021
Q3 		$638K Buy
13,150
+20
+0.2% +$973 0.04% 208
2021
Q2 		$626K Buy
13,130
+2,330
+22% +$108K 0.05% 200
2021
Q1 		$501K Buy
+10,800
New +$499K 0.05% 219

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

NewEdge Wealth's AVGO Position: Q2 2026 in Review

NewEdge Wealth reduced its Broadcom (AVGO) stake by 2% in Q2 2026, selling an estimated $4.2M and leaving 502,221 shares worth $190M. The position accounts for 1.9% of the portfolio, ranked #6.

NewEdge Wealth first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • NewEdge Wealth held 502,221 shares of Broadcom worth $190M as of Q2 2026.
  • NewEdge Wealth sold 10,467 Broadcom shares in Q2 2026, an estimated $4.2M.
  • Broadcom made up 1.9% of NewEdge Wealth's portfolio in Q2 2026, its #6 holding.
  • NewEdge Wealth first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.